Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and track each attempted send.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved applicant emails and flag incomplete contact rows.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send personalized prospect emails and log each send or skip.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Send approved admissions emails to eligible contacts in Excel.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Choose the right admissions meeting link for an applicant.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Prepare a CSV of applications after each admissions deadline.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Find the right admissions meeting link for an applicant note.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Offer prospective students current meeting times and links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
Check submitted answers before adding applicants to the tracker.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.