AI-Agents for Consulting working with Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Send Due Date Reminders

Email consultants the latest deadlines for open engagement tasks.

Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.

Works with30 tools
Draft and Send Outreach

Identify prospective clients and draft introductions backed by company facts.

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
Export Lead Lists

Sort prospective clients into an outreach-ready consulting list.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Send Due Date Reminders

Track client project assignments and remind owners before their deadlines.

Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.

Works with9 tools
Send Due Date Reminders

Remind consultants when client tasks are due and flag overdue work.

Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.

Works with30 tools
Send Outreach Emails

Send prepared emails to prospective clients and log their replies.

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
Follow Up With Leads

Follow up on a prospective client's stated project need in the original thread.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 tools
Send First Outreach Emails

Send an opening email based on notes about a prospective client.

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
Send Notes by Email

Send engagement notes and attached files to named colleagues.

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Send Agreement for Signature

Send approved engagement agreements for signature and update the consultant.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Resend Meeting Invitations

Resend client meeting invitations with the current video link.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools
Send New Lead Emails

Reply to consulting inquiries and flag questions that need a person.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
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