6 use cases that work with Outlook, a email and calendar system.
Outlook provides email and calendar data. Agents watch the calendar for upcoming meetings to prepare briefs, add calendar blocks for planned visits, and read threads as source material.
6 use cases in this library work with Outlook, across Sales Recruiting, Prospecting / Outbound, Pipeline Hygiene / CRM, Content and Collateral. The first ones to look at: Chase missing interview feedback and draft a hiring-committee summary; Deliver a one-page account brief to the rep before every meeting; Flag booked meetings where the prospect barely committed. 5 of them are vendor-neutral reference setups, where Outlook is one of several interchangeable options. 6 of them include a copy-paste prompt.
Each entry explains what triggers the agent, which systems it reads from and writes to, the steps it follows, what it costs to run and the gotchas people hit. Every entry links to its original source, so you can read the full write-up before you copy a setup into your own Outlook account.
Browse by category: Sales Recruiting, Prospecting / Outbound, Pipeline Hygiene / CRM, Content and Collateral. Recipes that use it: Answer every inbound lead fast, Keep my pipeline honest, Run a great field day.
After a candidate's interviews, this agent reminds interviewers who have not submitted feedback, then drafts a summary of the evidence for the hiring manager and recruiter. Hiring debriefs start from complete, organized feedback.
Works with any of GreenhouseLeverAshby +5
Before every sales meeting, this agent sends the rep a one-page brief on the account: recent news, past conversations and open questions. Reps walk in prepared without digging through notes.
Works with any of Google CalendarOutlookSalesforce +7
When a meeting gets booked, this agent reviews the call and flags ones where the prospect barely committed. Managers can firm up or requalify those meetings before a salesperson spends time on them.
Works with any of NooksOrumOutreach +11
For reps who visit accounts in person, this agent picks the best accounts nearby, plans an efficient route, and preps a brief and leave-behind page per stop. Afterward it logs visits and next steps in the CRM.
Works with any of SalesforceHubSpotGoogle Maps +5
When a sales role opens, this agent turns the job's scorecard into candidate searches, summarizes the best matches and drafts outreach for a recruiter to approve. Recruiters spend less time on first-pass sourcing.
Works with any of GreenhouseLeverAshby +4
This pipeline gathers call recordings, email threads and project notes about a client, pulls out the facts and quotes, and drafts a case study for an editor to shape. People still choose the story and get the client's sign-off.
Works with GmailOutlookNotion +3
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