Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Draw client giveaway winners using verified entries and published rules.
Get giveaway winners in your organizer chat, with valid chances counted from your entrant sheet and every pick recorded for review.
Draw checked winners from clients' giveaway comments across posts.
Get a Facebook giveaway winner list you can trace to the original comments, with your entry rules checked across all listed posts.
Remind campaign task owners of revised due dates.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Find potential agency clients and prepare tailored first emails for review.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Prepare a ranked prospect list for agency new business outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
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.
Remind campaign owners before deadlines and show leads unanswered work.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
Remind campaign owners about due dates and flag overdue tasks to the team.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
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.