Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Send the team lead a Monday list of upcoming event tasks.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Send approved guest emails and list addresses needing correction.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved guest emails and show which addresses were skipped.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send guest mailings on schedule and flag incomplete invitees.
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.
Register attendees for group workshops and email session details.
Keep your group session roster current as requests arrive, and give confirmed visitors the time and joining details they need.
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.
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.