AI-Agents for Operations in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep reported problems in a shared list and flag urgent ones to the team.
Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.
42 toolsHandle spreadsheet export requests and send the right CSV file.
Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.
13 toolsClose conversion requests with working PDF links or clear issues.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
10 toolsTurn emailed business requests into confirmed table entries.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
17 toolsBook internal meetings and answer schedule questions for colleagues.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsRoute 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.
37 toolsConvert emailed contact exports into CSVs for team review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
7 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 toolsDeliver requested tab exports and explain missing data.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
5 toolsImport team spreadsheets and send each owner the result.
Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.
25 toolsFinish PDF requests with one merged file and a link on the form.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 toolsPrepare CSV files and row counts for recurring team handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
4 tools
