Optum required a solution to automate, organize, and enhance the accuracy of partner acquisition by collecting inputs like Excel sheets, forms and free text.

Businesses need an efficient way to manage and automate communication without becoming overwhelmed by the number of relationships they must maintain. New users struggle to find a seamless solution for data-driven communication, while existing users of the former Campaigns app face challenges with a confusing UI, hidden pages, and a complex email builder. The lengthy process of creating communications further discourages engagement, limiting the app's potential use cases.