Sending onboarding or welcome emails
Keep every onboarding email complete, consistent, and ready to send.
Outlook email workflows for teams
Standardize your team's client emails in Outlook
Ensure every email includes the right message, attachments, and recipients without relying on copy-paste or manual review.
Works directly inside Outlook
Insert approved message instantlyApply the correct client email workflow in one click
What goes wrong today
Emails sent without required attachments
Slightly different wording across the team
Managers reviewing emails before they send
New hires unsure what to include
What Toggles helps you improve
Complete emails every timeApply the right structure, attachments, and recipients together.
Consistent messaging across the teamKeep approved wording aligned across every sender.
Faster onboarding for new team membersGive new hires the workflow instead of hoping they remember the process.
Fewer mistakes and follow-upsReduce missing files, wrong recipients, and correction emails.
Operational control inside Outlook
Move faster without introducing risk
Toggles ensures every email follows the same approved structure, includes the right attachments, and is sent correctly every time.
When emails matter, "close enough" leads to mistakes, rework, and follow-ups.
- Approved wording stays consistent
- Required attachments are never missed
- Emails follow the same structure across the team
Prevent missing attachments, incorrect recipients, and inconsistent emails before they are sent.
Why Toggles is different
Most teams rely on templates. That's where things break.
Templates rely on discipline. Workflows enforce the standard.
Toggles applies complete email workflows so teams send the right email every time, not just similar ones.
Without enforcement
Templates
Templates can help start an email, but they still rely on each person to remember what must happen next.
- Rely on memoryPeople still have to remember recipients, files, and exact wording.
- Easy to modify incorrectlySmall edits introduce drift across the team over time.
- No attachment enforcementRequired files can still be missed before send.
- Inconsistent across teamEveryone sends a slightly different version of the same email.
With workflows
Toggles
Toggles applies the full workflow so teams send the right client email the same way every time.
- Applied with one clickLaunch the full workflow directly inside Outlook.
- Structured and repeatableMessage, recipients, and workflow logic stay aligned every time.
- Required files includedAttachments are included as part of the workflow instead of as a reminder.
- Standard across the teamEveryone sends the same approved version of the email.
Build
Build the full email in one step
Insert message, recipients, attachments, and structure together instantly.
Everything needed is inserted together, not piece by piece.
Enforce
Never miss attachments or critical details
Required attachments, recipients, and key details are always included before sending.
No more checking emails manually before sending.
Guide
Guide the right workflow at the right time
Recommend and apply the correct workflow while people work in Outlook.
Helps new and experienced team members follow the same standard.
Make repeat emails a team standard
When the same emails are sent across your team, they should be sent the same way every time.
Explore example workflowsWhere Toggles fits
Where teams rely on repeatable client emails
Delivering documents or policies
Include the right wording, files, and recipients every time.
Following up with clients or customers
Keep follow-ups consistent when details, files, and next steps must stay aligned.
Coordinating handoffs between teams
Keep handoff emails structured so the next team gets what they need.
Built for standards inside Outlook
Powerful for standards. Simple for daily use.
Everything needed to send the right email
Reusable workflowsUse shared email workflows instead of loose templates and reminders.
Shared team standardsKeep approved structure and messaging aligned across every sender.
Everything includedAttachments, signatures, and recipients are applied as part of the workflow.
Inside OutlookTeams work where they already send email, without switching tools.
Team rollout
From one workflow to a team standard
Start small, prove the process, and make the right workflow the standard way your team sends repeatable client emails.
1
Choose the first high-impact emailStart with the repeatable client email where consistency matters most.
2
Build the approved workflowPut the right wording, recipients, attachments, and structure into Outlook.
3
Roll it out across the teamTrain around one shared workflow instead of a scattered manual process.
4
Make it the default standardTurn that workflow into how your team sends the email every time.
Start with a repeat email your team already sends
Turn that email into a clear team standard
Start with one workflow and eliminate variation across your team.
Remove variation. Standardize how your team sends email.