Yassi
by Yassi.ai
Yassi is an AI administrative assistant that helps collect, process, organize and manage documents.
Yassi is an AI administrative assistant for professionals and teams that manage document-heavy client, supplier, and business workflows. Within Microsoft Teams, users communicate with Yassi in natural language to gather information, delegate routine administrative work, and coordinate document-related tasks.
Yassi is particularly suited to mortgage brokers, fiduciaries, tax and accounting firms, financial advisers, travel agents, real estate and property management professionals, and other service teams that regularly collect, review, analyze, prepare, send, and store business documents.
Capabilities and scenarios in Microsoft Teams:
- Send and manage document collection requests for clients, suppliers, partners, or other recipients, including follow-ups for missing items.
- Get notified in Teams about document collection progress, missing items, or routine administrative tasks.
- Review and analyze collected documents, extract relevant information, summarize content, and check request status.
- Identify, classify, organize, and rename files automatically.
- Fill contracts, edit PDF or Word documents, convert Word files into PDF, and fill in Excel spreadsheets.
- Prepare, optimize, and send emails containing multiple approved PDF files.
- Store and organize files in the appropriate client folders in SharePoint or OneDrive.
- Keep document-related actions, follow-ups, and communications organized through the Teams conversation.
Key benefits:
- Deliver a smooth, frictionless document collection experience that helps improve client satisfaction.
- Spend less time on manual administrative tasks and more time advising clients, developing business, closing deals, and generating revenue.
- Speed up document chasing, collection, handling, and follow-up, with many repetitive steps handled almost on autopilot.
AI functionality: Yassi uses AI to interpret user instructions and analyze document content. Its AI capabilities include extracting and summarizing information, identifying and classifying files, renaming and organizing documents, checking collection status and missing items, and assisting with document preparation, contract filling, spreadsheet completion, email preparation, and file handling.
Account and usage requirements:
To use Yassi in Microsoft Teams, you must have an active Yassi.ai account. Some workflows, including recipient uploads, initial account setup, detailed request configuration, and certain document or integration settings, may open secure Yassi.ai pages outside Teams. Availability of specific actions can depend on your Yassi.ai configuration and connected services.
Get started / Sign up: https://app.yassi.ai/en/auth/signin
Contact us: hello@yassi.ai
Help & support: support@yassi.ai
If Yassi helps simplify your work, we welcome your review in Microsoft Marketplace.
App capabilities
- Can send data over the Internet
- This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. Other items in your mailbox cannot be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.