Your clients expect timely responses and professional follow-ups. Toggles for Outlook helps Client Services teams automate email tasks, personalize outreach at scale, and eliminate copy-paste chaos, all from inside Outlook.
Guided rollout included
Send us examples like onboarding kickoff emails, client check-ins, document requests, or handoffs. We'll help turn your first 3 into reusable Outlook workflows for your team.
Start with the repeatable client emails your team already sends every day, then customize each workflow to match your process, tone, and approval standards.
Send a new customer an onboarding email with helpful attachments and client-specific details.
Follow up with a client using a consistent structure and light personalization.
Send a document for signature with clear context and instructions.
Send a meeting follow-up with a recap and action items after a client meeting.
Handoff a client to a support representative with the right context.
Communicate project completion, deliver final work product, and transition the client to ongoing support.
Give client-facing teams a ready-made set of onboarding, check-in, document request, payment, referral, and support handoff workflows they can launch from Outlook.
Find the repeatable emails your Client Services team should standardize firstRegular senders of structured Outlook emails.
Messages with repeated wording or structure.
Prep time before Toggles workflows.
min
For structured emails with repeated details.
Salary, benefits, and overhead if known.
Toggles workflows are user-initiated inside Outlook. They help prepare repeatable emails with approved details, but they never auto-send messages.
