Quick Actions
Predefined Actions
EmailDrafting Agent
Send Status Update Email
Send a weekly status update to your team lead with project progress and metrics.
EmailDrafting Agent
Schedule Client Meeting
Send a professional email to schedule a meeting with a client including agenda and details.
Dynamics365CRUD Agent
View My Opportunities
Retrieve all active sales opportunities assigned to you from Dynamics 365.
Dynamics365CRUD Agent
Create Lead from Business Card
Create a new lead in Dynamics 365 using scanned business card information.
ManageMemory Agent
Save Daily Summary
Save a summary of today's activities and outcomes to your personal memory.
ContextMemory Agent
Recall Previous Interactions
Retrieve context from your previous interactions with clients and projects.
Imported Actions
SOWAutoAnswerEfficient Agent
Process Documents
Process document files for analysis and prepare them for question answering.
SOWAutoAnswerEfficient Agent
Auto-Answer Questions
Automatically answer questions from processed documents based on confidence thresholds.
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