AI-Agents for Software working with Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Draft Testimonial Caption

Prepare customer quote captions for paired graphics and review.

Get a testimonial social media post caption that fits its graphic and honors the customer's sharing permission, ready for your review.

Works with16 tools
Edit Walkthrough Clips

Cut product walkthroughs into short demos with source time ranges.

Get short, captioned clips from your walkthroughs, with review links and source time ranges ready for your content team.

Works with8 tools
Edit Webinar Clips

Cut webinar highlights into captioned clips for software campaigns.

Get short, captioned webinar clips that fit your campaign brief, with review links and title ideas in the same chat.

Works with8 tools
Answer Pipeline Questions

Report counts and amounts for software deals by pipeline stage.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Create Paid Invoice PDFs

Send paid invoice PDFs for software payments and flag delivery gaps.

Your customers get a paid invoice PDF after payment, and your billing team hears when an invoice or email needs attention.

Works with18 tools
Create Tracking Links

Verify campaign links lead prospects to the intended landing pages.

Your media buyer gets campaign links ready for placement, with tagging and destination problems called out before they reach an ad.

Works with16 tools
Draft Pivot SQL Query

Draft SQL that compares product usage across requested plans.

Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.

Works with15 tools
Draft Ranking SQL Queries

Draft SQL to rank accounts by product usage.

Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.

Works with14 tools
Draft SQL Count Queries

Draft SQL counts of users or accounts from product data for team questions.

Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.

Works with15 tools
Draft SQL Date Queries

Draft product usage SQL for the requested date range.

Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.

Works with14 tools
Escalate Overdue Campaign Reviews

Alert teams when launch campaign reviews miss deadlines.

Your marketing lead sees the overdue campaign review in team chat and can open the original task before launch.

Works with19 tools
Published by Approvals Essentials
Generate SQL Queries

Draft SQL for questions about product usage and customers.

Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.

Works with14 tools