Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Check emailed requests and confirm each valid table entry by ID.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Email ready view exports to the teammate handling each handoff.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
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.
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.
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.
Return readable transcripts to colleagues who submit recordings.
Get a transcript with speaker labels and timestamps in your team's request thread, or a clear reason when it cannot be shared.
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.