Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Convert emailed contact exports into CSVs coworkers can review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Handle teammate requests for attachments from older mail.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
Return a sortable weekly schedule to the teammate who sent it.
Your weekly schedule arrives as a sortable CSV reply, with repeating meetings flagged so your team can review them before the handoff.
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.
Create shared folders from approved project rows and message requesters.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
Turn team handoff tables into CSV files and flag rows that do not fit.
Get a downloadable CSV from columns and rows your teammate posts in chat, with a count of included rows and reasons for any left out.
Keep team meeting changes current for planning reports.
Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.
Place the roster CSV and rows needing review in the handoff folder.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Convert handoff workbooks to CSV and report data row counts.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
Add valid intake forms to the tracking table and report the result.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
Prepare shared project folders as new work reaches the schedule.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.