Flexible integration with OneDrive, Excel, Outlook, and more.

DealBuilder works seamlessly with Microsoft 365, allowing you to automate and simplify processes using the tools you already rely on — such as OneDrive, Excel, Outlook, and Teams.

With simple setup, you can for example:

📁 Automatically store signed agreements in OneDrive
Collect all signed documents in a structured folder system, shared with your team.

📊 Populate Excel spreadsheets with agreement data
Perfect for follow-up, reporting, or invoicing documentation — fully automated.

📅 Create calendar events in Outlook
Automatically schedule deliveries, meetings, or deadlines based on the content of a signed agreement.

💬 Connect with Teams for notifications and workflow
Send messages to Teams channels when agreements are sent, signed, or require follow-up.

Using Microsoft Power Automate (formerly Flow) or simple webhooks, you can connect DealBuilder to virtually any Microsoft 365 service — without writing code.

The result? Better workflows, time savings, and documents that work for you — directly within the systems you already use.