Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Email eligible attendees and flag missing details in the list.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Keep canceled planning meetings visible for event teams.
Your shared calendar shows canceled meetings without losing their links. Your coordinator gets the details by email.
Keep planning meetings aligned across team calendars and flag overlaps.
Your other group sees meeting changes on its shared calendar. The schedule owner gets an email when appointments overlap.
Send approved attendee emails and report failed sends.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Send approved guest mailings and flag missing contact details.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Send personalized event messages to eligible contacts in a group.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
Remind event teams before open assignments reach their deadlines.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
Turn attendee contact cards into a CSV for event team review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Send approved webinar follow-ups to attendees and report exclusions.
Your webinar mail merge sends personal emails to attendees, then shows you who you emailed and who needs attention.
Turn event calendars into CSVs for weekly handoffs.
Your weekly schedule arrives as a sortable CSV reply, with repeating meetings flagged so your team can review them before the handoff.
Send revised event notices only to invitees still waiting.
Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
Send event emails to eligible guests and report skipped rows.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.