File signed agreements, route approval requests, check reviewers. Every one is ready to run, and you can adjust it in plain language.
Send approved applicant outreach using current contact details.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved applicant outreach and mark rows needing review.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send prospect messages and log each successful or skipped contact.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.