Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Flag unassigned actions from team meetings.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
Send due-task reminders and summarize late work for the list manager.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Book client appointments from the inbox and reply in the same thread.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Save converted contact lists for coworkers to download and review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
File flagged email attachments and share the archive folder link.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Recover past correspondence files for coworkers.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
Reply with a CSV of the week's calendar entries.
Your weekly schedule arrives as a sortable CSV reply, with repeating meetings flagged so your team can review them before the handoff.
Put an action and tomorrow's due date on flagged office correspondence.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Send the school office one daily report of reminders needing delivery review.
Get an afternoon report of school fee reminders that failed or lack delivery confirmation, so staff can follow up before payment is due.
Send approved group mailings and return the marked recipient file.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.