All automations
Silence → Contact
Dormant client re-engagement
We build a monthly sweep that measures silence: no mail exchanged, no meeting, no invoice for however long you decide is too long. Each dormant client is listed for their owner with the date of last contact and an ID360 assistant check-in drafted from that history. Renewal reminders watch dates and proposal follow-up watches open quotes — this watches the relationships with neither.
Built on requestIncluded from GrowthOutlookSharePointMicrosoft GraphAzure Functions
Trigger
A client goes a set number of days with no mail, meeting, or invoice
What we make happen
They appear on a short list for their owner, each with a check-in drafted and ready to review
How we deliver it
- 1
We agree what dormant means for your business and who owns each client.
- 2
We build the sweep on Azure with read scopes over mail and calendar history and your client list.
- 3
ID360 assistant drafts each check-in from your own history with that client; a person sends it.
- 4
We look at what came back and move the threshold with you.
Built for you, not running yet
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding and run it against the permissions listed in our terms. Review recorded automated runs in your Microsoft 365 activity view. Coverage is partial, not a record of every access or a complete cross-product audit trail. See how it fits together.
Other automations
Invoice filing
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
Lead routing
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
Employee onboarding & offboarding
A new hire is ready on day one, and loses access just as cleanly when they leave.
Want this running on your inbox?
Choose a management plan to begin onboarding. We will review the fit and agree an estimated setup timeline based on scope, Microsoft licensing, admin access, and DNS readiness. This is not a guaranteed go-live date.
Choose a management plan