Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved campaign emails and see which contacts need attention.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved campaign emails and review each recipient's result.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved campaign emails on schedule and review the results.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send approved campaign copy to eligible contacts and return a send log.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Reconcile text campaign deliveries and show who needs follow-up.
See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.
Send approved campaigns to selected contacts and see the final send tally.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Warn asset owners when revised campaign reviews lack calendar time.
See when a changed review deadline leaves little room on a reviewer’s calendar. Your asset owner gets a direct heads-up and can confirm capacity.
Give reviewers the current asset before campaign approvals move on.
Your reviewers see the current asset file in their task, or a clear request to fix a stale link before review.
Show the newer campaign draft on tasks headed into review.
Your campaign task points out an outdated draft before review, so your team can open the newer file without hunting for it.
Show which campaign reviews need a file access fix.
Your campaign card shows whether the assigned reviewer can open the linked file, so your team can fix sharing before requesting review.
Flag campaign proofs whose links expire before approval is due.
Your review tasks show proof link problems before the deadline, so you can renew access before a reviewer opens the file.
Surface file access gaps before campaign reviews stall.
Your review task shows file access problems before review starts. The owner sees what to fix.