Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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.
Draw winners from client giveaway entries with recorded rule checks.
Get giveaway winners from your entrant sheet, with rule checks and a draw record you can share from your organizer chat.
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.
Draw eligible winners for client giveaway campaigns.
Get a giveaway winner list you can explain, with eligibility notes in your sheet and the results sent to your organizer chat.
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.