AI-Agents for Marketing in Audit Trail working with Microsoft Exchange

File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.

Send Mail Merge Batches

Send approved email campaigns and log skipped recipients.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Personalize approved campaign emails and log every send.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Scheduled Mail Merge

Send approved email campaigns from current lists and log results.

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.

Works with15 tools
Send Topic Newsletters

Email subscribers personalized topic updates and track what they received.

Your readers get short updates on the topics they chose, while your workbook tracks which items have already gone out.

Works with27 tools
Send Asset Review Requests

Email reviewers the current campaign draft and review deadline.

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Send Notes by Email

Share campaign notes and attachments with named colleagues by email.

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Send Current Proof

Send the current campaign proof and record the revision shared.

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with19 tools
Published by Creative Review Essentials
Send Excel Mail Merge

Send personalized campaign emails from an approved Excel list.

Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.

Works with18 tools
Send Mail Merge Emails

Send approved campaigns as individual personalized emails.

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Log Proof Decisions

Log campaign proof decisions on the matching review card.

Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.

Works with14 tools
Published by Creative Review Essentials
Send Group Mail Merge

Send approved campaign emails once per usable contact.

Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.

Works with20 tools
Send Mail Merge

Send approved campaigns to eligible contacts and report exceptions.

Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.

Works with17 tools
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