AI-Agents for Operations in Approvals working with Microsoft Office 365

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Import JSON Into Spreadsheet

Keep the shared table current and show what changed in each import.

Your shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.

Works with8 tools
Send Excel Mail Merge

Turn approved recipient workbooks into emails with row-by-row results.

Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.

Works with18 tools
Clarify Store Access Requests

Route employee store access requests to the mapped owner.

Your store owner gets a clear access request, while employees get focused questions when their form leaves out key details.

Works with37 tools
Draft Review Replies

Route review drafts to managers assigned to each location.

Your location managers get replies tailored to customer comments and local services, ready to check before posting.

Works with24 tools
Request Manager Signature

Route approved agreement PDFs to managers for online signing.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Export Roster to CSV

Deliver checked roster CSVs with exceptions for the next team.

You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.

Works with5 tools
Export Database Rows

Deliver a dated extract colleagues can use for monthly reviews.

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
1–7 of 7