The General Store · AI for small businesses on Microsoft 365
Less hunting through files. More time for the work.
For small businesses of up to 50 people on Microsoft 365: find the file, catch up on the inbox, and draft the next reply or task. A person on your team checks the source and approves the next step. Your files stay in your tenant; the AI receives only the excerpts an answer needs.
It won’t set a price, sign a contract or send anything on its own. It finds the record, shows you the source, and your team decides.
From the question to a checked next step.
Small businesses already use AI. Their inboxes haven't caught up.
What it does in your day
Ask in plain words. See where it looked.
"Which customers asked for a quote this week and haven't heard back?" WagonWorks answers from your own email and files, with numbered sources you can open.


Press Catch me up.
Unanswered customers, quotes waiting on a reply, invoices someone asked about and the people who have written twice this week.
Need a proposal? It builds the document, in Word.
Ask for a customer proposal or a new-hire welcome letter. WagonWorks builds a sectioned Word document from your files and saves it to your SharePoint.


It drafts the follow-up. Nothing goes out until you say so.
It drafts the customer reply or the reminder. A Ready to send card shows the recipient and the draft; nothing goes out until you say so.
Built for the week you actually have
The weekend's email, Friday's loose ends and the customer who wrote twice. Catch me up puts them in order before the first call.
Invoices, renewals and the document someone asked for three weeks ago. WagonWorks finds it, drafts the note and adds the task.
What stays with you
Questions you will ask
Does it work with my accounting or CRM software?
Yes, when it is connected to your Microsoft 365. Whatever reaches your Outlook, Teams, Planner, SharePoint or OneDrive, WagonWorks can use.
Can it read customer documents?
Yes, the ones your account can already open in your Microsoft 365. We don't collect or store any of it.
Will it replace anyone on my team?
No. It helps your team with the work around the job: finding documents, catching up and drafting messages. People make the decisions.
Do I need to buy Microsoft 365 Copilot?
No. It runs on the Copilot Chat included in Business Standard, Business Premium and Enterprise E3/E5. Business Basic on its own will not work.