Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Turn agreement requests into manager signing invitations.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Email requested tab exports and flag missing or empty tabs.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
Turn each PDF request into one shared file and return its link.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Send approved agreements to clients and file the signed PDFs.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Turn client contract requests into sent agreements and follow-up dates.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.