Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Convert uploaded spreadsheets into CSV files for the next handoff.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
Convert incoming report PDFs and note cells that need checking.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.