Nexus Inbox Assistant · A Nexus Module

Your Inbox, Working With the Rest of Your Business

An add-on for Nexus that puts your connected data to work right where the work lands — your inbox. It drafts informed replies in your own voice and runs your daily to-do, using real data from the systems Nexus already brings together.

Why It's Different

An Add-On That Turns Connected Data Into Done Work

Nexus is the integration layer that brings your systems together — ERP and accounting, CRM, job and work-order systems, scheduling, and email — so they work as one instead of sitting in separate silos.

The Inbox Assistant puts that connected data to work in Microsoft 365. Because it sees the same live information Nexus connects, the replies it drafts actually know the customer — and the to-do it builds reflects what's really going on across the business.

Works with
  • Spire
  • NetSuite
  • Microsoft Dynamics 365
  • Epicor
  • QuickBooks
What It Does

Everything It Handles, Right in the Inbox

One assistant, working across your mail, your calendar, and the systems behind them.

Replies in your own voice

Drafts replies in each person's own voice — signed off with their own signature — ready to review and send. Nothing is ever sent automatically.

A daily to-do, built for you

Pulls a prioritised to-do list from Outlook and Microsoft Planner, with a short morning email digest so you start the day knowing what matters.

Inbox, sorted and summarised

Triages incoming mail by category and urgency and tells you what actually needs a reply — so a full inbox stops being a guessing game.

Email into a sales/work order

Turns an inbound request email into a draft sales order, work order, or job ticket, ready to confirm — no re-typing into another system.

Collections, done for you

A worklist of overdue accounts with drafted reminder emails that cite the real balances, so following up takes minutes, not afternoons. One click starts a reminder even when there's no email on file.

At-risk customers, flagged early

Spots frustrated or unhappy customers in the inbox and surfaces them before they slip through the cracks.

Sales enquiries captured as leads

Recognises a new sales enquiry, captures it as a lead, and alerts the team so nothing promising goes cold.

Follow-up radar

Keeps track of who's waiting on you and who you're waiting on, so threads don't quietly stall.

Today's calendar, in view

Your day's meetings sit alongside the to-do, so the whole morning picture is on one screen.

Grounded in Your Real Data

Replies That Actually Know the Customer

Because Nexus is already integrated with the systems your business runs on, the assistant's drafts aren't generic — they're built from the same live data your team trusts.

Accounting firm

“Can you explain this invoice?”

A client questions an invoice. The assistant reads the real balance and open invoices from the ERP and drafts a reply that cites the actual figures — not a generic “we'll look into it.”

HVAC contractor

“Is my maintenance visit still booked for Thursday?”

It checks the job and work-order schedule and answers with the real appointment, so the customer gets a straight answer the first time.

Property manager

“The heating still isn't fixed.”

It pulls the unit's details and the last service notes from the operational records, so the reply is specific to that tenant — not a templated apology.

Private by Design

Per-Person Access. Drafts Only.

Powerful in the inbox, deliberately narrow in what it can reach and do.

Only your own mailbox

Each person connects their own inbox, signed in as themselves — never the whole company's email at once. It's per-person delegated access, with no company-wide email grant.

It only ever drafts

The assistant prepares replies for you to review and send. It never sends on its own — you're always the last step before anything leaves your inbox.

Nexus Customer Portal

Sign in to view your project, progress, documents, and invoices.

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