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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Business Process Checklist is an innovative productivity tool within Microsoft Dynamics 365 CRM designed to streamline internal operations by guiding users towards the most effective daily practices. When a sales manager or administrator establishes a checklist or to-do list, it seamlessly integrates with records or Business Process Flows once specific conditions are fulfilled. Whether dealing with custom entities, out-of-the-box solutions, or tailored workflows, this tool provides users with a structured set of actions that embody the organization's best practices. By utilizing the Business Process Checklist, organizations can create a strategic action plan for their sales teams or customer service representatives, ensuring tasks are completed in the desired sequence. This approach not only boosts user productivity but also enhances the coherence of business processes, making it an invaluable addition to your Dynamics 365 CRM toolkit. Ultimately, the Business Process Checklist empowers teams to operate more efficiently and effectively, leading to improved performance and results.

Description

todo.is is an AI agent platform that enables individuals and businesses to automate tasks, manage information, and complete multistep workflows using natural language. The software allows users to interact with personal AI agents through WhatsApp, Telegram, Slack, Discord, email, and a web interface. Its agents can navigate websites, retrieve information, fill out online forms, execute code, and create documents, spreadsheets, images, and other digital content. Users can schedule recurring workflows for activities such as daily briefings, email summaries, competitor monitoring, and appointment reminders. Integration with Gmail, Google Calendar, and Google Drive enables authorized agents to work with email messages, calendar events, and cloud files. Each agent runs in a dedicated cloud environment with its own memory, file workspace, and browser access. The platform supports AI models from providers including OpenAI, Anthropic, Google, DeepSeek, and xAI, with options for platform credits or personal API keys. Security features include encrypted credentials, private messaging channels, activity logs, and approval requirements for actions involving emails, payments, calendar changes, or file deletion. todo.is offers subscription plans supporting multiple AI agents, parallel task execution, and cloud-based automation that continues running without requiring a user's computer to remain online.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Discord No 
Microsoft Dynamics 365 Yes 
Slack No 
Telegram No 
WhatsApp No 

Integrations

Discord Yes 
Microsoft Dynamics 365 No 
Slack Yes 
Telegram Yes 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

todo.is

Website

todo.is/

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Product Features

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