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12 features · 9 included in your plans · AI first

Microsoft 365

3

• MTurn on Teams meeting recapsCopilot recaps Teams meetings with decisions and action items. The Meeting recaps app keeps 30 days.May replace Otter.aiIncludedMicrosoft 365How to start
• MRerun month-end analysis with Excel CopilotCopilot in Excel is in your plan. Excel skills let it repeat the same steps each month.IncludedMicrosoft 365How to start
• MSummarize long threads in OutlookCopilot in Outlook is in your plan. Use it to catch up on threads and draft replies.IncludedMicrosoft 365How to start

HubSpot

2

• HSRecord sales calls with HubSpot transcriptionSales Hub Professional includes 750 hours of call transcription a month.May replace Otter.aiIncludedHubSpotSalesHow to start
• HSUse your 3,000 HubSpot Credits on Breeze agentsCredits power Breeze agents for prospecting, customer questions and data cleanup.IncludedHubSpotSalesHow to start

Slack

2

• SLUse Slack huddle notes for internal callsSlack Pro includes AI huddle notes with transcripts, takeaways and action items.May replace Otter.aiIncludedSlackHow to start
• SLTurn on Slack daily recapsSlack Pro includes AI conversation summaries, daily recaps and AI search.IncludedSlackHow to start

Zoom Workplace

1

• ZMTurn on Zoom AI Companion summariesZoom Pro includes unlimited AI Companion meeting summaries at no extra cost.May replace Otter.aiIncludedZoom WorkplaceSalesHow to start

QuickBooks Online

2

• QBLet QuickBooks AI categorize and flag anomaliesPlus includes AI for categorization, reconciliation, P&L insights, scenario planning and anomaly detection.IncludedQuickBooks OnlineFinanceHow to start
• QBAsk your books questions in plain languageAI Chat answers questions about your numbers. Beta, with limited monthly capacity.BetaQuickBooks OnlineFinanceHow to start

Ramp

2

• RAAutomate expense coding in RampAI codes every field and auto-approves routine, recurring transactions.Check planRampFinanceHow to start
• RAForward invoices to Ramp as draft billsIntelligent AP forwarding turns forwarded invoices into draft bills.Check planRampFinanceOperationsHow to start