The Notetaker Agent turns conversations into structured notes and follow-up inside Dynamics Dossier. Record a meeting, dictate after a phone call or paste your rough notes, and the agent writes a clear summary, files it on the right contact and dossier, and proposes the tasks that come out of it. You review and approve; nothing is saved without your say.

The Email Agent turns incoming email into work you can act on inside Dynamics Dossier. New mail in a shared mailbox is read, matched to the right contact and dossier, and added automatically with its attachments. An AI agent then reviews it and creates a follow-up task when one is genuinely needed.