AI-Agents for IT Services working with Microsoft Office 365

Every one is ready to run, and you can adjust it in plain language.

Send Sales Pipeline Report

Count open service deals by stage for the weekly sales review.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Log Problem Reports

Log client problem reports and alert the team to urgent issues.

Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.

Works with42 tools
Send Due Date Reminders

Email owners when deadlines change on open client 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

Find companies that fit the service offer and queue first emails for approval.

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
Draft Business Proposal

Price client project proposals against approved IT service offerings.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Export Lead Lists

Build a ranked list of prospects for IT service outreach.

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

Works with12 tools
Build Prospect Lists

Find businesses that match IT service sales criteria.

Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.

Works with8 tools
Send Due Date Reminders

Remind project owners about client deadlines and flag overdue tasks.

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 Morning Briefing

Flag client support requests and overdue follow-ups from chat.

Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.

Works with14 tools
Build Local Email List

Build sourced contact lists of local businesses for IT service outreach.

Your local prospect list comes with public business emails and links to the pages where they appear, ready to review in your outreach spreadsheet.

Works with9 tools
Publish LinkedIn Company Posts

Turn technology conversations into original posts for the company page.

Get a fresh company post and branded image from standout LinkedIn posts. See its published link and source notes.

Works with11 tools
Write Outreach Subject Lines

Give first service pitches subjects that fit each prospect's job.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools
1–12 of 117