AI-Agents for Request Intake working with Microsoft Outlook

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Export Spreadsheet Tab

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools
Email Google Sheets CSV

Your teammates get the current reporting tab as a CSV attachment, with the file name and data row count in the reply.

Works with14 tools
Flag Urgent Complaints

Keep your customer complaint sheet clear on what needs attention, with due dates on urgent cases and a short follow-up email for the owner.

Works with28 tools
Qualify Voicemail Leads

Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.

Works with11 tools
Send Spreadsheet CSV

Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.

Works with13 tools
Track Competitor Prices

See competitor price cuts and stock changes in your tracker, with a pricing team email alert when confirmed values change.

Works with25 tools
Triage Support Emails

Your support queue stays current as emails arrive. Your lead hears about critical issues or upset customers, while routine requests get a reply using text you approve.

Works with11 tools
Verify Waitlist Signups

Know which waitlist emails are confirmed. Your shared sheet shows signup details and verification status. People with invalid codes get another try.

Works with11 tools
Send Asset Review Requests

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Send Proposal Packets

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools
Extract Screenshot Text

Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.

Works with8 tools
Save Pinterest Videos

Your team gets Pinterest clips as MP4s in a shared folder, with a download link sent back in the same email thread.

Works with8 tools
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