The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Remind campaign task owners of revised due dates.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Shape campaign requests into proposals with approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Remind campaign owners about due dates and flag overdue tasks to the team.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Rank campaign requests alongside open meeting follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Log leads from client ad campaigns for follow-up review.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
Send approved client campaigns to selected contacts and report skipped names.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Email the current campaign proof and log the revision sent.
Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.
Mark duplicate campaign files before a client handoff.
You can review marked extra copies and their locations before handing a shared folder to another team.
Answer agency service inquiries and flag unanswered campaign questions.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Send approved client campaigns as personalized emails.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Turn campaign proof replies into card checklists for creative revisions.
Your maker gets a clear fix list on the matching card, tied to the marked proof from the reviewer's email.
Log client decisions against the exact campaign proof.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.