Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Gather campaign data into a review sheet and flag gaps.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
Build sourced company lists for agency new business outreach.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Send approved client campaigns to checked contact lists.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved client campaigns from current lists and log exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved client campaign emails and log each recipient's result.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved client campaign emails and log each contact.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved client campaigns to eligible contacts on schedule.
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.
Send approved client outreach to current, eligible contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send approved client campaigns from contact lists and log each send.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Log leads from client ad campaigns for follow-up review.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
Refresh agency prospect lists as client decision-makers change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Find prospective client companies in new sectors with contacts to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.