AI-Agents for Sales in Audit Trail working with Gmail

File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

Find new buyers and send first emails after the team approves them.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Send Mail Merge

Send approved prospect emails and track which contacts need review.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Batches

Send approved prospect emails and avoid duplicate sends.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Email approved prospect lists and mark skipped contacts.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved prospect emails and flag incomplete contact rows.

Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.

Works with12 tools
Send Outreach Emails

Send approved prospect emails and track replies in the outreach sheet.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools
Send Scheduled Mail Merges

Send approved prospect emails and record each send result.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Send First Outreach Emails

Send approved leads a personal first email from their assigned rep.

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools
Draft and Send Proposals

Send priced proposals that reflect each prospect's emailed needs.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Find Local Sales Leads

Find local prospects, send first emails, and report each result.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Send First Outreach Emails

Send approved buyers first emails and report every send or skip.

Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.

Works with8 tools
Send First Outreach Email

Turn approved prospect introductions into personal first emails.

Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.

Works with9 tools
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