Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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/