Chase unsigned agreements, compare invoices, flag purchase changes. 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.
Match text receipts to send logs and publish campaign delivery totals.
See who received your campaign texts in your campaign sheet. Find failed texts and people who need follow-up.
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.
Catch outdated asset links in campaign review handoffs.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Flag outdated campaign files with a link to the latest draft.
Your campaign task points out an outdated draft before review, so your team can open the newer file without hunting for it.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.
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.
Record reviewer access when campaign cards become ready.
See whether your assigned reviewer can reach the file before review starts, with the result on the review card.