Microsoft 365
- Turn on Teams meeting recapsCopilot recaps Teams meetings with decisions and action items. The Meeting recaps app keeps 30 days.May replace Otter.aiIncludedMicrosoft 365 · Maya ChenHow to start
- Rerun month-end analysis with Excel CopilotCopilot in Excel is in your plan. Excel skills let it repeat the same steps each month.IncludedMicrosoft 365 · Maya ChenHow to start
- Summarize long threads in OutlookCopilot in Outlook is in your plan. Use it to catch up on threads and draft replies.IncludedMicrosoft 365 · Maya ChenHow to start
HubSpot
- Record sales calls with HubSpot transcriptionSales Hub Professional includes 750 hours of call transcription a month.May replace Otter.aiIncludedHubSpot · Jordan EllisSalesHow to start
- Use your 3,000 HubSpot Credits on Breeze agentsCredits power Breeze agents for prospecting, customer questions and data cleanup.IncludedHubSpot · Jordan EllisSalesHow to start
Slack
- Use Slack huddle notes for internal callsSlack Pro includes AI huddle notes with transcripts, takeaways and action items.May replace Otter.aiIncludedSlack · Maya ChenHow to start
- Turn on Slack daily recapsSlack Pro includes AI conversation summaries, daily recaps and AI search.IncludedSlack · Maya ChenHow to start
Zoom Workplace
QuickBooks Online
- Let QuickBooks AI categorize and flag anomaliesPlus includes AI for categorization, reconciliation, P&L insights, scenario planning and anomaly detection.IncludedQuickBooks Online · Ana RuizFinanceHow to start
- Ask your books questions in plain languageAI Chat answers questions about your numbers. Beta, with limited monthly capacity.BetaQuickBooks Online · Ana RuizFinanceHow to start
Ramp
- Automate expense coding in RampAI codes every field and auto-approves routine, recurring transactions.Check planRamp · Ana RuizFinanceHow to start
- Forward invoices to Ramp as draft billsIntelligent AP forwarding turns forwarded invoices into draft bills.Check planRamp · Ana RuizFinanceOperationsHow to start