Tailored Use Cases for Scaling Teams
See how our users leverage Google Sheet variables and delivery controls to automate communication across various workflows.
Subscription Renewals & Invoicing
Manually alerting users before their payment expires is time-consuming and error-prone. By exporting your upcoming renewal list to a Google Sheet (including columns for Customer Name, Email, Expiration Month, and unique Stripe Checkout links), you can automate personalized reminders.
How to set it up:
- Create a template titled "Subscription Expiry Notice".
- Write the subject line:
Action Required: Expiry Notice for {{Name}}. - In the email body, write the warning and paste the payment link placeholder:
{{Payment Link}}. - Run in **Auto-Mode**; the script automatically monitors rows and prints detailed "SENT" logs back into the sheet upon delivery.
Cold Sales Campaigns & Lead Nurturing
Running cold outreach requires careful execution to protect your sender reputation and comply with Google Workspace guidelines. By using **Delivery Control Settings**, you can configure custom sending schedules, pauses, and batch sizing to ensure your campaigns are delivered safely.
How to set it up:
- Create an outreach template. Inject placeholders for recipient name
{{Name}}, company names{{Company}}, and custom fields. - Go to the Settings panel and configure the **Pause interval** (e.g., 3 to 5 seconds) to pace email delivery naturally.
- Set a conservative **Batch size** (e.g., 50 emails per run) to distribute execution cycles.
- Execute the campaign; the add-on runs background cycles automatically within compliance limits, logging sent status directly on your Google Sheet.
Employee Onboarding & File Delivery
Delivering digital assets, event agendas, or onboarding PDF checklists can be streamlined by linking Google Drive files directly to templates.
How to set it up:
- Add static attachments to the template creator by choosing files directly from your Google Drive storage.
- Insert new team members' data into the Sheets spreadsheet, including their start date.
- Map the email and name column and run the batch. Every recipient receives the personalized welcome message with the exact attachment stored in Drive, ensuring a unified onboarding experience.