To turn an Excel customer tracking file into tracking that actually gets done, hand it to a Muzau agent: connect the workbook stored in OneDrive, or upload the .xlsx. The agent follows up one by one with the people who haven't replied, stops as soon as one does, fills in what they say in your columns and writes its last action, dated, on each row. Each follow-up either goes out on its own or waits for your approval, and your team keeps the relationship.
The file starts well: one row per customer, the date of the last contact, a "next action" column. Then rows get added faster than they get updated, and nobody knows anymore who has been followed up with, or when. The file says who to follow; it follows no one.
Every row is waiting for someone to act, and that comes after the meetings. Your team keeps the relationship and the decisions; the agent takes the follow-ups and the trail on each row.
An Excel workbook stored in OneDrive can be connected, like a Google Sheet: Muzau rereads it before each round of follow-ups. An uploaded .xlsx or CSV is a copy: you upload it again when it changes, and you can download it again as a CSV with what the agent wrote in it.
For a file, the agent follows up once by default, at D+1 (an email's follow-ups, on the other hand, go out at D+3, D+7 and D+14); when you set it up, you choose other days, for example D+1, D+4 then D+8. A large file goes out in a trickle: ten new people at most per 24 hours. The follow-up stops as soon as the person replies, when someone on the team writes to them from the connected inbox, or when they ask not to be contacted anymore. In "Management", you read each planned follow-up before it goes out; on the "Autonomy" page, you choose whether it waits for your go-ahead.
Each row shows the agent's last action, dated: "message no. 2 sent", "follow-ups stopped". In a connected workbook, this tracking is written in a column reserved for the agent, "Muzau tracking", without touching yours; this needs write access and a unique number per row. When someone writes "signed", "won" or "paid" in your status column, nothing more is followed up on that row.
If you give it access to the records, the agent fills in the file with what the person said at each exchange, column by column and in their words. What they didn't say stays empty, never "not provided". In a connected workbook, it only fills in empty cells. It never writes the person's address or the row's status. If those columns are questions to ask, an incomplete answer does not stop the follow-up: the next one asks again for what is missing.
With or without an agent, each row should say who to write to, where things stand and what comes next:
In Excel, turn the range into a table (Insert, then Table): filters and formulas follow the new rows. Conditional formatting makes overdue next actions stand out. For duplicate addresses: Data, then Remove Duplicates, on the email column. Keep a single shared workbook in OneDrive rather than copies sent by email. If the file mostly tracks quotes, see the quote tracking table.
When several people write in it at the same time, or when the history matters more than the last action, a CRM becomes useful. With HubSpot or Pipedrive connected, the agent updates the customer's record and the sales stage: see how to update your CRM after a meeting.
Autonomous does not mean unchecked. You set the level of autonomy of every agent, its limits cannot be crossed, everything it does is recorded in a plain-language log, and one gesture stops it all.
For the tasks you don't have time for. You give the address of your website, then describe the work in your own words. Nothing to install.