Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Keep the owner's appointment calendar and daily agenda current.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Put bounced parent reminders on the staff review list.
Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.
Archive marked correspondence and send the folder link to its owner.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Keep canceled team meetings visible in the shared calendar.
Your shared calendar shows canceled meetings without losing their links. Your coordinator gets the details by email.
Copy team meeting changes to a shared calendar and flag conflicts.
Your other group sees meeting changes on its shared calendar. The schedule owner gets an email when appointments overlap.
Save files from the office inbox in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Check the calendar and reply to clients with confirmed appointments.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Prepare emailed contact cards as a CSV for coworkers to review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Prepare a shareable schedule from an emailed calendar file.
Your weekly schedule arrives as a sortable CSV reply, with repeating meetings flagged so your team can review them before the handoff.
Update the team meeting sheet when meetings move or cancel.
Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.
Refresh shared meeting pages when times or links change.
Your shared Notion schedule stays current with upcoming Outlook meetings, so your team can follow changes without copying events by hand.
Handle booking and cancellation messages for the office calendar.
Your clients can book, cancel, or check appointments in a Telegram chat, while your calendar stays current.