When it is the same document, many times
Two hundred renewals, each one written for the client it is going to.
Point a template at a CSV. Every row is validated before a single document is sent, and each one can be personalised by the AI rather than being the same letter with the name swapped.
renewals-2026.csv · 214 rows
Pinewood Ltd$18,400ready
Harbour Dental$9,200ready
Acme Corp$41,000ready
Vellum & Co—no email
213 validated, 1 to fix. Nothing sends until it is clean.
01
Validated first, sent second
Rows are checked against the template before anything leaves. A missing email or an unfilled variable is a problem you see in the preview, not a bounce you find out about later.
02
Personalised per row, optionally
Turn on AI personalisation and each document is written for that recipient from their row, rather than every client getting identical prose with a different name at the top.
03
They are real documents
Each one signs, tracks and files exactly like a document you sent by hand: engagement, comments, certificate, extraction.