Tag: Gmail
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Search Product Launch Plans, Checklists, and Assets with AI
TL;DR: Ship launches faster Find launch plans, checklists, messaging docs, and creative assets across Gmail & Drive in seconds. Start Free Trial See 60-Second Demo Everything for GA Launch, One Search Plans & Checklists: PRD links, owner tasks, runbooks. Messaging & Pricing: Positioning, one-liners, FAQ. Assets: Logos, screenshots, banners, video cuts. Copy These Searches “launch…
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Audit Readiness: Prove Controls Fast with AI Search
Control evidence in minutes — not months. Find policies, logs, approvals, and screenshots in one search. Start Free Trial Evidence Without the Chase Policies & SOPs: Latest versions and acknowledgments. Logs & Screenshots: Controls mapped to tests. Approvals: Gmail proof of review and sign-off. Impress Auditors Export a clean link list per control and breeze…
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Procurement Playbook: AI Search for RFPs, MSAs, and SLAs
Surface RFPs, MSAs, and SLAs instantly. Speed buying cycles and control risk. Start Free Trial From Sourcing to Signature RFPs: Drafts, responses, and scorecards. MSAs: Redlines, final copy, renewal terms. SLAs: Uptime, penalties, and coverage details. Lower Risk, Lower Cost Find precedents and renewals fast. Standardize clauses and push better terms. Security You Can Trust…
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Find Tax Filings and Support Docs Instantly in Drive
VAT, GST, corporate filings — plus every schedule & support doc — in one search. Start Free Trial Tax Season, Without the Panic Filings: PDFs by jurisdiction and period. Workpapers: Schedules, ties, and notes in Sheets. Evidence: Emails confirming submissions & payments. Review & Submit Faster Search by entity, form, or date range and ship…
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Month-End Close Checklist: Make It Searchable with AI
Turn your close into a search — instantly surface every file, note, and approval by owner and step. Start Free Trial Close with Clicks, Not Tabs Checklists: Steps by entity, owner, and due date. Evidence: Recons, approvals, PDFs, screenshots. Roll-ups: Create a proof pack for auditors. Predictable, Repeatable, On-Time Reuse the same queries every month.…
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Vendor Management: Find Contracts, POs, and Invoices in One Search
Procurement without the paper chase — contracts, POs, invoices, approvals, all surfaced instantly. Start Free Trial Everything for a Vendor, In One Place Contracts & Terms: MSA, SOW, renewals, SLAs. POs & Invoices: PDFs, Sheets, email approvals. Security Docs: SOC 2, ISO, pen tests, insurance. Control Renewals & Spend Search by vendor, category, spend threshold,…
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Search Bank Statements and Recons in Google Drive
Statements and reconciliations — one search. Close on time, every time. Start Free Trial Find the Right File, Instantly Search by bank, entity, or month (e.g., “HSBC UK statement Aug 2025” or “BvA recon APAC Q3”). Open the exact file — not 12 versions. Close Faster Statements: Monthly PDFs by entity & account. Reconciliations: Sheets,…
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Expense Reports at Audit Time: Find Receipts in Gmail Instantly
Stop hunting for receipts. Search all receipts across Gmail & Drive in seconds — be audit-ready by lunch. Start Free Trial Receipts in Seconds, Not Days Search “receipt last 12 months from airline/vendor” or “PDF receipt with amount > 200” and open the file instantly. No labels. No new rules. Just results. What You’ll Find…
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Sales Manager Playbook: Coaching with AI Search Insights
Use AI search to surface emails, decks, and notes for targeted coaching. Turn tribal knowledge into repeatable wins. Start Free Trial Coach What Matters Review actual artifacts — discovery emails, decks used, competitor responses — and coach with precision. Manager Workflows Rep 1:1s: Pull threads and assets tied to current deals. Deal Reviews: Compare winning…
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Search Order Forms and SOWs Across Gmail and Drive
Retrieve order forms and SOWs instantly — confirm scope, dates, and signatures without digging through folders. Start Free Trial Find, Verify, Move On Search by account, PO number, project name, or term. Instantly open the signed SOW or order form you need. Common Scenarios Scope Checks: Verify modules, seats, regions. Signature Proof: Pull the latest…