File signed agreements, route approval requests, check reviewers. Every one is ready to run, and you can adjust it in plain language.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Your dispatch team can keep arrival texts aligned with current visit windows and see which messages reached customers.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
See whether a promotion has the finance reviewer your pay rules require, with a verdict on the card and an email to your People Ops lead.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.