Any spreadsheet
Upload CSV or Excel, or paste rows from Google Sheets. Columns are matched automatically: name, email, reference, due date, notes.
Extra columns become context
Unit number, policy number, lease end date: extra columns are passed to the agent so its emails and answers are specific to each customer.
Scheduled sending
Send now or pick a time up to 30 days ahead. Emails go out in business hours in your time zone.
No duplicates
Customers who already have an open request from the same checklist are skipped.
Track the whole batch
See who's done, who's waiting and which items people get stuck on. Chase everyone outstanding in one click.
Change it later
Extend the due date or change the agent's settings for every open request in the batch, and export progress as CSV.
How it works
- 01
Upload your list
Up to 100 customers per batch.
- 02
Choose checklist and schedule
Due dates per customer or for everyone.
- 03
Watch it complete
The agent works each customer to their own deadline.
Frequently asked questions
- How many customers can I send to?
- Up to 100 per batch, and as many batches as you need on Pro.
- Can each customer have a different due date?
- Yes. Add a due date column, or set one date for the whole batch.
- Is bulk sending on the free plan?
- Bulk requests are part of Pro.