All automations
Sales → Review-ready work
Renewal conversation preparation
For account managers. We configure a dedicated Outlook folder and turn matching email text into a renewal conversation brief in SharePoint. Renewal context; Dates and terms stated; Customer concerns; Questions for the account owner; Renewal reply draft without changing terms. Email attachments are not read. Your team reviews the result before taking action or publishing it.
Ready for setupIncluded from LaunchOutlookSharePointMicrosoft GraphAzure Functions
Trigger
An email discusses renewing an existing customer agreement or service.
What we make happen
A renewal conversation brief is saved as a text document in your SharePoint folder for review.
How we deliver it
- 1
We agree the mailbox, dedicated source folder, SharePoint destination and monthly processing limit.
- 2
We deploy and connect the pipeline, then verify it with representative sample emails before activation.
- 3
Every 15 minutes, the worker checks new email text, identifies matching requests and prepares the work product.
- 4
The result lands in SharePoint with a review-required label; no message is sent and no booking, order or publication is made.
- 5
Your dashboard records deliveries and AI usage. Failed items retry up to three attempts, then surface for operator review.
Implemented template — setup required
This pipeline template is implemented and ready for setup. Activation includes deployment, Microsoft 365 consent, mailbox and SharePoint configuration, and a sample-data acceptance check. It is not active for your account until setup is complete.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding, run it against the permissions listed in our terms, and record every access to your per-client audit log. See how it fits together.
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Want this running on your inbox?
Book a 20-minute call. We'll confirm the fit, the plan, and a go-live date.
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