Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Send approved guest invitations and track the send status of each row.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved attendee messages and review address errors.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved guest lists and log each guest's send result.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved invitations and identify guests already contacted.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send guest emails on schedule and flag missing details before sending.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send scheduled guest invitations from the approved message.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send attendee emails from Excel and see which addresses need fixing.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Keep canceled planning meetings linked in the shared calendar.
Your shared calendar shows canceled meetings without losing their links. Your coordinator gets the details by email.
Flag planning invitations that clash with vendor meetings.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Flag conflicts when client planning meetings change.
Get a short email when your schedule changes, with any new meeting clashes and a follow-up to check.
Send invitations to each guest and review skipped addresses.
Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.
Reschedule attendee texts after send time changes.
Your team sees a new send time or a clear hold reason after a text changes, then the carrier's delivery result when it arrives.