Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Record failed campaign texts beside recipients and alert the team.
See failed SMS deliveries beside your campaign recipients, with a staff channel list of numbers and reasons that need follow-up.
Email campaign task owners when deadlines change.
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 email campaigns and flag contacts missing merge details.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
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.
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.
Send personalized campaign emails from the approved contact sheet.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
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.
Send scheduled campaigns to eligible contacts from approved copy.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send approved outreach to contact lists and return a send log.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.