Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved outreach from current lists and report exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Track approved messages and list recipients whose sends need review.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
Send approved contact messages and identify lists needing cleanup.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Send approved outreach emails and report skipped contacts.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved messages to usable contacts in a saved group.
Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.
Send approved outreach messages to each unique group address.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Send personalized outreach to saved groups and flag skipped contacts.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Send approved group outreach and record each contact's result.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
Prepare contact card exports as CSVs for outreach review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
Send approved individual texts while honoring consent and local hours.
Your personalized customer texts reach the sending service when due, and a reply tells you what happened or needs attention.
Contact the remaining people on a list and flag blocked rows.
Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
Collect failed recipient addresses from outreach sends.
Get a daily email delivery failure report with addresses for follow-up, stated reasons, and delays kept separate.