The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Clean lead ad contact details and log each inquiry once.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
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.
File emailed drafts on review tasks and mark the current version.
Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.
Turn launch emails into review tasks with the creative attached.
Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.
Post a daily digest of campaign review tasks and owners.
Your launch team sees reviews due soon, what is blocked, and who needs to act next, together in chat before the launch window.
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.
Apply consistent campaign tags and flag links that lose them.
Your media buyer gets campaign links ready for placement, with tagging and destination problems called out before they reach an ad.
Mark overdue approvals and alert the marketing lead.
Your marketing lead sees the overdue campaign review in team chat and can open the original task before launch.
Flag review deadlines that move past the campaign handoff.
See launch risks on your review cards when a changed deadline falls after the handoff on your calendar.
Route approved campaign files into the launch folder.
Your campaign team can find the file in the launch folder once a reviewer signs off, without chasing the handoff.