AI-Agents for Operations in Audit Trail working with Microsoft Office 365
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Send team handoff notes to contacts and see the email status.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
18 toolsTurn 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.
18 toolsEmail ready handoff notes to each contact and track exceptions.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsKeep stock balances current and supplier orders moving.
Keep stock balances current and supplier orders ready for review. Once you approve an order, the email goes out and its send details stay with the order.
24 toolsRoute 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.
10 toolsKeep approved site visits confirmed and address gaps visible.
Your clients get a personal appointment confirmation email after staff agree on a booking, with a link to check the details.
