SMB Agents AI

Tool · 4 use cases

AI agents that work with Microsoft 365

Already paying for Microsoft 365? Here are 4 vetted ways to get more out of it with AI, mostly for hire & onboard and paperwork & compliance. Each guide has a copy-paste prompt, setup steps and the honest monthly cost.

Use cases
4
High impact
0
Quickest setup
15 minutes
Start with
No-code
  1. Paperwork & compliance · Start hereSummarize contracts before you sign themGoal: know the key terms before you sign, not afterNo-code · 15 minutes $20 Google Workspace, Microsoft 365
  2. Owner's inbox & adminTurn meeting recordings into action itemsGoal: follow-ups go out the same day as the meetingNo-code · 30 minutes $10-$30 per user Microsoft 365, Slack, Google Workspace
  3. Keep customers happyWrite patient reminder and recall messagesGoal: more patients rebook without the front desk chasing themLight setup · 2 hours $0-$50 Google Workspace, Microsoft 365
  4. Hire & onboardOnboard new hires with a day-one checklist assistantGoal: new hires get answers without interrupting you all weekLight setup · Half a day $20-$30 per user Microsoft 365, Slack

Quick answers

What's the easiest AI agent to start with with Microsoft 365?
Start with "Summarize contracts before you sign them". It's rated no-code, takes about 15 minutes to set up and costs $20 a month.
How long does setup take?
The quickest here is "Summarize contracts before you sign them" at 15 minutes. 2 are no-code, 2 are light setup.
What does it cost?
Most run on tools you may already pay for. The lowest-cost option here is "Write patient reminder and recall messages" ($0-$50/month).

Problems these solve

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