AI-Agents for Exception Handling

Chase unsigned agreements, compare invoices, flag purchase changes.

Send Mail Merge

Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.

Works with5 tools
Send Mail Merge Emails

Your campaign emails go out through Gmail after the owner approves the draft. You get a report of every send, skip, and failure.

Works with5 tools
Send Mail Merge Emails

Your campaign tracker shows which mail merge emails went out and which recipients need your attention.

Works with5 tools
Send Mail Merge Emails

Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.

Works with5 tools
Send Renewal Mail Merge

Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.

Works with5 tools
Send Spreadsheet CSV

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools
Create Project Folders

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Add Private Channel Members

Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.

Works with10 tools
Flag Proof Mismatches

Your coordinator gets both revision links in chat when the task and current proof differ, with the task held for a human choice.

Works with17 tools
Published by Creative Review Essentials
Import Excel to PostgreSQL

Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.

Works with25 tools
Alert Asset Owners

See when a changed review deadline leaves little room on a reviewer’s calendar. Your asset owner gets a direct heads-up and can confirm capacity.

Works with17 tools
Acknowledge Portal Requests

Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.

Works with34 tools
133–144 of 357