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 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.
Check merge fields and send approved campaign emails.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Catch outdated asset links in campaign review handoffs.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.
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.
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.
Mark the current campaign draft for reviewers on its card.
Your campaign review card shows which attached draft to review, so the team can work from the latest version.
Flag changed proof deadlines during campaign review handoffs.
Keep review commitments clear when due dates change after a reviewer agrees. Your card shows both dates and asks the owner to reconfirm with the reviewer.