Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Email reviewers the current campaign asset and record the handoff.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
Email new store hires the matching packet and update HR on forms to sign.
Your new hire's welcome packet PDF goes out after a check, and HR gets the send details and forms needing signatures.
Send new store hires their packet and orientation arrival instructions.
Your new hire gets the packet and arrival details once your team confirms orientation. HR sees what went out and which forms need signatures.
Email approved packets to new store staff and record the files sent.
Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.
Send promotion assets to their reviewer with the review question.
Your named reviewer gets the asset and question in chat when your campaign task is ready for review.
Send promotional campaign assets to a named reviewer with a due date.
Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.
Send store hires their forms and show HR which signatures are due.
Your new hire packet reaches the right person in private chat, and HR can see which signatures still need follow-up.
Route campaign assets for review before promotion deadlines.
Your campaign reviewer gets the right file and question, while the review row keeps a link to the request.
Prepare sales exports as CSV files and flag rows that do not line up.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Merge weekly store extracts into one CSV for reporting.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
Send retail campaign creative to its reviewer with a clear ask.
Your campaign reviewer gets a complete request in chat when an asset is ready, without your lead chasing the next person.
Share checked sales rows for monthly store reporting.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.