AI-Agents for Sales in Exception Handling working with Microsoft Office 365
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
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.
25 toolsSend 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.
11 toolsSend 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.
15 toolsEmail 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.
14 toolsSend 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.
12 toolsSend 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.
12 toolsShow which approved prospect emails have confirmed send results.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
15 toolsAdd employer leads from matching job openings to the shared list.
Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.
8 toolsFlag prospect invitations that overlap scheduled sales meetings.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsRoute prospect meeting requests to available team members.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsReplace failed prospect booking links for the right sales host.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
6 toolsTurn flagged prospect emails into follow-up tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 tools
