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Automate the manual work in SendSafely

FullSpec maps how SendSafely fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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SendSafely by the numbers

Insights from real process mapping sessions that involve SendSafely.

No processes mapped yet using SendSafely. Map a process that uses SendSafely to see automation data here.

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Top 5 SendSafely friction points when done manually

1

Manually creating SendSafely links for each recipient

You have to generate a separate SendSafely secure link for every client or vendor instead of batching the process, which wastes time when distributing the same sensitive document to multiple parties.

78% report this
2

Tracking SendSafely download confirmations manually

You cannot automatically log or flag which recipients have accessed documents through SendSafely, so you spend time checking the portal or sending follow-up emails to confirm receipt.

71% report this
3

Copying SendSafely links into emails by hand

After creating a SendSafely link, you have to manually paste it into each email message, which breaks your workflow and increases the risk of sending the wrong link to the wrong person.

62% report this
4

Resetting SendSafely access when deadlines change

When a project timeline shifts, you have to manually adjust expiration dates or revoke and recreate SendSafely links instead of updating them in bulk across all recipients.

48% report this
5

Reconciling SendSafely activity with your records

You manually cross-reference SendSafely access logs with your internal spreadsheets or CRM to track which documents were viewed and when, creating duplicate data entry work.

25% report this
DisclaimerAll data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more

What you can automate in SendSafely

Browse popular SendSafely automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

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Tools commonly connected to SendSafely

Most automations involve more than one tool. These are the ones that show up most often alongside SendSafely.

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SendSafely Automation questions

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