Automate processes. Cut costs. Win back time.
Here is what sets it apart from every cloud AI feature: our AI works on your real data, including emails, meetings, documents and lists, and never leaves your Microsoft 365 tenant. That is the moment a tool starts working like a teammate.
Three moments that show the difference.
Simulated workflows with sample data, but the real interaction. In your project, Azure OpenAI runs behind it inside your tenant.
Where the AI works inside your tool
Every case is a suggestion that needs a confirmation. The AI does the prep work, your team makes the call.
Sales & CRM
The AI keeps your CRM current so your team does not have to feed it.
Email in, deal done
DemoAn inquiry lands in the inbox. The AI recognizes it, creates the project, contact and follow-up, estimates value and channel, and files attachments in the project library. Your team just confirms.
Meeting follow-up
After the Teams call, transcript and notes become an activity, next steps and a follow-up date. A draft proposal is prepared along the way.
Proposals at the push of a button
Deal data, your price list and the three most similar proposals turn into a document in your company design, margin check included.
Deal risk & follow-ups
"No reply in 12 days, proposal expires Friday." The AI spots it and drafts the follow-up email for you.
Projects & Tasks
Conversations become tasks, tasks become reports.
Notes in, tasks out
DemoMeeting notes, customer emails or chats are broken down into tasks with an owner, a due date and a project. Review the suggestions and accept them in one click.
Status reports that write themselves
Task progress, deadlines and budget become a three-sentence project status with a red, yellow or green rating and the reasoning behind it.
Early risk warnings
Tasks pushed back three times, 130% utilization, a milestone with no groundwork: the AI spots the pattern and suggests how to rebalance.
Weekly & Reporting
Numbers explain themselves, questions answer themselves.
The weekly report writes itself
Key metrics, highlights, lowlights, where the team needs support: delivered as a Teams message Monday at 7 AM, with a week-over-week comparison. The team lead adds two sentences.
Ask your data
Demo"Which proposals over $30,000 have been open for two weeks?" The answer comes back as a list with links, no filters to click. Only from data that person has access to.
Customer brief before the meeting
Every touchpoint, open items, the tone of recent emails and the latest invoices on a single page.
Workflows & Approvals
Routing based on content, not on rigid rules.
Smart approvals
A discount above 15% goes to leadership, a non-standard clause goes to legal, the standard case goes straight through. With delegates and escalation built in.
Document matching
Incoming purchase orders and contracts are compared against the proposal. Differences in quantities, prices and payment terms are flagged.
Onboarding plans
A template becomes a tailored checklist for a customer or a new hire. Tasks are assigned and reminders go out automatically.
What your team gets back
A conservative estimate covering meeting follow-up, proposals, the weekly report and CRM upkeep. Drag the sliders to match your numbers.
- Hours saved per person per week
- 11.4 hrs
- Typical project
- $25k–$60k
One-time investment, no per-user license. Most projects pay for themselves within the first year. Figures are based on experience and are not a quote.
Save as PDFAI your IT team will sign off on.
The promise of staying inside your own tenant applies to the AI as well. Here is how we deliver on it technically.
Azure OpenAI in your tenant
Runs in the Azure region you choose. No training on your data, abuse monitoring storage turned off, nothing sent to third-party vendors.
The signed-in user's permissions
Access goes through Microsoft Graph with the user's own permissions. The AI never sees more than that person can.
Suggestions, not autopilot
Every action is a suggestion that needs a confirmation. Nothing writes to your data unasked, and everything is logged.
Your models, your choice
Azure OpenAI, Microsoft Copilot or a locally hosted model. We build the connection so you can switch.
Which process is costing your team the most time right now?
Bring it to the intro call. We will show you what it looks like with AI inside your own tenant, usually as a working prototype within two weeks.
Not there yet? Try the live demo first