File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Check merge fields before sending and record each contact's status.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Check merge fields before sending and keep a per-recipient log.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Check recipient rows before sending and record every outcome.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Check recipient rows, send approved emails, and log each result.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Check ready links against the register before filing new ones.
Your launch sheet shows which campaign links made it into the register and which need a fix before your team uses them.
Catch missing merge details and report the contacts skipped during sends.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Standardize campaign tags and log each short link from chat.
Your campaign links arrive in chat ready to share, with consistent UTM tags and a row in your shared spreadsheet.
Send each ready campaign asset and question to its named reviewer.
Your named reviewer gets the asset and question in chat when your campaign task is ready for review.
Route ready campaign cards to the assigned reviewer with the current file.
Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.
Keep the campaign register current with checked store links.
Your finished store campaign links go into a shared register with their tracking labels, and your team gets the row reference in chat.
Track campaign review handoffs against the current asset file.
Your campaign reviewer gets the right file and question, while the review row keeps a link to the request.
Show proof access for replacement reviewers before sending review requests.
See whether a new reviewer has named access to the campaign proof before your team sends the review request.