Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Catch missing merge fields and duplicate addresses before sends.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Check revised recipient lists against prior campaign sends.
Your Excel mail merge reaches new recipients without repeating earlier sends, and you get a clear list of rows that need fixing.
Check campaign lists before sending and report each row's result.
Your campaign emails go out through Gmail after the owner approves the draft. You get a report of every send, skip, and failure.
Record each approved campaign send and flag rows with missing details.
Your campaign tracker shows which mail merge emails went out and which recipients need your attention.
Check contact rows before sending and report list errors for repair.
Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.
Keep file access findings with campaign review records.
Your review card shows whether a missing file grant explains a reviewer's complaint, or whether someone needs to investigate.
Catch outdated asset links in campaign review handoffs.
Your reviewers see the current asset file in their task, or a clear request to fix a stale link before review.
Flag outdated campaign files with a link to the latest draft.
Your campaign task points out an outdated draft before review, so your team can open the newer file without hunting for it.
Spot blocked reviewer access during campaign handoffs.
Your campaign card shows whether the assigned reviewer can open the linked file, so your team can fix sharing before requesting review.
Alert asset owners when campaign reviewers cannot open files.
Your review task shows file access problems before review starts. The owner sees what to fix.
Record reviewer access findings on ready campaign review rows.
See whether your assigned reviewer has a direct file grant on the ready row before you send a campaign asset for review.
Notify asset owners when changed campaign reviews leave under three days.
Your asset owners get a prompt to check reviewer availability when a campaign review deadline moves close.