Management & Planning
Start the day with the decisions that need you
Bring delivery changes, cash commitments and customer updates into a brief you can act on.
Outlook
Calendar
Excel
Teams tasksWhat can an AI agent do for your business?
Start with a task you recognize. Explore how an agent could help.
18 scenarios
OutlookCalendarExcelTeams tasksManagement & Planning
Turn a meeting into decisions that move forward
Reconcile the notes, resolve the open questions and prepare the follow-up and next meeting together.
Teams
SharePointOutlookCalendarManagement & Planning
Spot a delivery risk before the customer does
Connect supplier updates, project dates and customer promises so the owner can choose a response.
Outlook
SAPTeams tasksExcelSales & Marketing
Recover the quotes that quietly went cold
Find stalled quotations, check the customer context and prepare a follow-up worth replying to.
HubSpotOutlookExcelSales & Marketing
Bring a renewal together before it expires
Reconcile the contract, service history and customer questions before preparing the renewal conversation.
HubSpotSharePointOutlookExcelSales & Marketing
Build a proposal without losing the margin
Combine the customer’s brief, your cost sheet and approved terms into a proposal ready for review.
HubSpotOutlookExcel
WordFinance & Accounting
Find completed work that has not been invoiced
Match accepted delivery, agreed extras and invoice records before preparing a clean billing draft.
SAPOutlookExcel
DATEVFinance & Accounting
Follow up an overdue invoice with the full context
Check payments, disputes and customer promises before preparing the right reminder.
DATEVOutlookHubSpotExcelFinance & Accounting
Give the accountant a pack with the gaps already visible
Bring invoices, receipts and bank references together while flagging missing evidence for review.
Google DriveDATEVExcelOutlookOperations & Purchasing
Compare supplier offers on the terms that matter
Line up price, freight, lead time and payment terms so the cheapest headline does not hide the trade-offs.
OutlookExcelSAPSharePointOperations & Purchasing
Check an order is ready before promising dispatch
Reconcile stock, customer changes and release conditions before moving an order towards fulfilment.
SAPOutlookExcelTeams tasksOperations & Purchasing
Resolve a supplier invoice that does not match the delivery
Trace the purchase order, received quantities and invoice before preparing a precise discrepancy request.
SAPDATEVOutlookExcelPeople & HR
Make a new starter’s first day ready
Coordinate equipment, introductions and the first-week plan without granting access automatically.
SharePointOutlookCalendarTeams tasksPeople & HR
Organise training renewals before dates collide
Bring renewal dates, course options and team availability into a schedule for the responsible manager to review.
ExcelCalendarOutlook
WebPeople & HR
Arrange leave cover without dropping open work
Bring the team’s availability and outstanding commitments into a handover the manager can approve.
CalendarTeams tasksTeamsWordAdministration & Coordination
Assemble a supplier-registration pack without guessing
Find the requested company documents, check their versions and keep missing approvals visible.
OutlookSharePointWordExcelAdministration & Coordination
Turn a customer request into a confirmed visit
Check the request, previous work and team availability before preparing a visit confirmation.
OutlookSAPCalendarSharePointAdministration & Coordination
Replan a business trip when the meeting moves
Connect the new appointment, travel terms and missing receipts before preparing the changes for review.
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Illustrative workflows. Tools and tasks show possible use cases, not customer results.
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