Hold possible duplicate invoices, link repeat quotes, check purchase forms. 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.
Export each admission cycle's applications with missing answers flagged.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.