Why deals were won and lost — analysed from the actual correspondence

The scenario reads deal notes and correspondence from Microsoft Excel 365, has AI find the real reasons behind each outcome, writes the analysis back and emails a digest of recent deals to Microsoft Outlook.

  • Real reasons instead of a one-word «too expensive»
  • The analysis of each deal is saved into Microsoft Excel 365
  • A digest of recent deals arrives by email at Microsoft Outlook
  • You see patterns, not isolated anecdotes
Set it up for yourselfScriptera

How it works

To move data from Microsoft Excel 365 to Microsoft Outlook automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Get row(s) in sheet
  3. Then: Extract Notes/Emails
  4. Check: Loop Over Items
  5. Then: Fetch Google Sheet Data
  6. Then: AI Agent1
  7. Then: Filter Recent Data
  8. Then: Send Email Digest
  9. Then: AI Agent
  10. Then: Edit Fields
  11. Then: Parse AI Response
  12. Then: Save to Google Sheets
  13. Then: Azure OpenAI Chat Model
  14. Then: Azure OpenAI Chat Model1

You can launch this Microsoft Excel 365 + Microsoft Outlook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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