Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Remind task owners about deadlines and record each notice in the sheet.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Email owners before their planning-page action items are due.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
Remind task owners before assigned work comes due.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
Remind owners of due tasks and flag missing contact details.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
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.
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.
File cross-team meeting follow-ups in a searchable note.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Give requesters a specific list of files missing from contract packets.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
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.
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.
Show confirmed visits on the calendar and flag missing addresses.
Your clients get a personal appointment confirmation email after staff agree on a booking, with a link to check the details.