AI-Agents working with Microsoft Office 365

Choose a ready-to-run Agent that connects to Microsoft Office 365 and handles recurring work for you.

Export Database Rows

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
Export Partner Tracker

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Import CSV Files

Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.

Works with13 tools
Merge Proposal PDFs

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools
Review Proposal Revisions

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools
Route Corrected Personnel Files

Your People Ops coordinator gets a fresh document review task when a personnel file changes. The canceled decision stays linked, and handoff stays on hold.

Works with12 tools
Route Revised Policy Drafts

See what changed and who needs to review it before your revised policy draft moves forward.

Works with10 tools
Attach Client Scope

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools
Published by Approvals Essentials
Create Project Folders

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Draft Release Notes

Get a release note draft in your team's format, with earlier announcements checked before you review it.

Works with6 tools
Import JSON Batches

Get valid records into your document collection, plus an import count and a CSV showing which entries need correction.

Works with6 tools
Clip iPhone Recordings

Your content lead gets a link to a captioned vertical cut in chat, with the recording name and time range for context.

Works with11 tools
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