AI-Agents working with Holded

Choose a ready-to-run Agent that connects to Holded and handles recurring work for you.

Sync Meeting Tracker

Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.

Works with11 tools
Sync Outlook Meetings

Your shared Notion schedule stays current with upcoming Outlook meetings, so your team can follow changes without copying events by hand.

Works with10 tools
Compare Deal Terms

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools
Published by Approvals Essentials
Annotate Quote Differences

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools
Compare Quote Totals

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools
Note Receipt Quantity Gaps

Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.

Works with6 tools
Published by Accounts Payable Essentials
Enter Prospecting Leads

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Build Prospecting Lists

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Hold Already-Paid Bills

Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.

Works with4 tools
Update Approval Card Dates

Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.

Works with13 tools
Published by Accounts Payable Essentials
Deny Repeat ACH Requests

See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.

Works with10 tools
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