Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Close conversion requests with working PDF links or clear issues.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
Send team handoff notes to contacts and see the email status.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Email ready handoff notes to each contact and track exceptions.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Send cleared incident reports with deadlines to outside reviewers.
Your outside reviewer gets a restricted report link and deadline for the incident review. You get a copy of the request or a clear problem 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.
Flag critical service disruptions for responders.
Your team gets a PDF incident report to review, and critical cases reach responders according to the severity labels you choose.
Deliver checked roster CSVs with exceptions for the next team.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Finish PDF requests with one merged file and a link on the form.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Deliver a dated extract colleagues can use for monthly reviews.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Record when each completed incident report goes for review.
Your reviewer gets the finished report and a clear decision request. Your case shows when you asked.
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.