Action Network and Microsoft Excel 365 automations

Ready-made scenarios where Action Network and Microsoft Excel 365 work for you: pick one — a copy appears in your account and runs on its own.

33 scenarios

Daily Action Network forecast logged into Microsoft Excel 365
Contacts logged into a spreadsheet
Patient booking routed by their complaints
A personal assistant in your messenger: schedule, mail, contacts
Voice support that answers and books appointments
Enriching leads with contacts — drop a sheet, get a filled CRM
An assistant that answers clients and books appointments
Class reminders: the timetable from a sheet — into the calendar and to students
A personal chat assistant: email, calendar, contacts
Book meetings from chat with an invite
Calendar events — as rows in a spreadsheet
Reminders for key employee dates
Cycle tracking with morning insights — automatically
Trip reminders on departure day — email or SMS
A morning day digest — key mail and meetings in one message
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Messenger support: voice, questions and booking — AI-powered
What to do in the gap between meetings — a nudge to your chat
Email triage and meeting booking — automated
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
From CV to interview invitation, automatically
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
Card-payment reminders — from your bank statements
Post-op patient check-ins, with warning signs escalated to the doctor
Every sale — logged, a ping to you and a thank-you to the buyer
Refinement prep — agenda and task review ready before the meeting
A personal AI assistant in Telegram: email, calendar, notes
Sprint planning prep — story checks and emails
AI marketing outreach with reply handling — on autopilot
Appointment booking in chat — without a receptionist
An AI assistant over your CRM in any messenger