Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Turn emailed business requests into confirmed table entries.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Turn approved work register rows into linked 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.
Import team spreadsheets and send each owner the result.
Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.
Send ready agreements and place signed PDFs in the team's final folder.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Track decisions and owners from cross-team meetings.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Send incomplete approval requests back with a list of missing files.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Prepare CSV files and row counts for recurring team handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.