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Restart Client Scope Review
Compare changed scope with the prior decision and prepare a new review
Use this Agent instantly or customize it - no programming needed
- Changed scope approval taskChanged scope approval task
Your signed-off scope task has changed, so its current version may need another review.
- Earlier scope decisionEarlier scope decision
Your earlier decision shows which version the reviewer approved and whether that decision still applies.
- Account reviewer listAccount reviewer list
Your account reviewer list names the people who can review changes to this client's scope.
- Scope-change ruleScope-change rule
Your scope-change rule says which changes need another review and which sign-offs can carry over.
- Authorized delivery managersAuthorized delivery managers
Your authorized delivery managers can take the new review or choose a reviewer when the rules are unclear.
Your client scope approval tool keeps the changed task, earlier decision, and new review together.
- Manual reconciliation flagManual reconciliation flag
Your task needs a person to find the earlier decision or reviewed version before another approval starts.
- Pending-review holdPending-review hold
Your scope task stays on hold so the handoff waits for a current human decision.
- Reviewer selection requestReviewer selection request
Your client delivery manager chooses an authorized reviewer when your account rules leave that choice unclear.
- Scope change summaryScope change summary
Your reviewer sees what changed, which versions were compared, and whose sign-off needs another look.
- Linked pending reviewLinked pending review
Your client delivery manager gets a pending review linked to the current task and earlier decision.
- Pending-review holdPending-review hold
Your scope task stays on hold so the handoff waits for a current human decision.
This Agent waits for a signed-off client scope task to change. It compares the current task with the earlier decision and your review rules. It opens a linked review for your client delivery manager and holds the handoff.
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AirtableUsed as:
- Client scope approval tool
Airtable keeps the changed task, earlier decision, and new review together.
monday.comUsed as:
- Client scope approval tool
monday.com keeps the changed task, earlier decision, and new review together.
AsanaUsed as:
- Client scope approval tool
Asana keeps the changed task, earlier decision, and new review together.
PodioUsed as:
- Client scope approval tool
Podio keeps the changed task, earlier decision, and new review together.
PipefyUsed as:
- Client scope approval tool
Pipefy keeps the changed task, earlier decision, and new review together.
KintoneUsed as:
- Client scope approval tool
Kintone keeps the changed task, earlier decision, and new review together.
Made for your industry
Restart Client Scope Review is made for businesses in these industries.
- Advertising and Marketing
Reopen review when approved campaign scope or dates change.
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Reopen review when approved implementation scope or dates change.
Show all Agents for the IT Services industry - Consulting
Reopen review when a client's approved engagement scope changes.
Show all Agents for the Consulting industry - Construction
Hold changed construction scope for review before the next handoff.
Show all Agents for the Construction industry - Graphic Design
Prepare a new review when approved design work changes.
Show all Agents for the Graphic Design industry - Architecture and Engineering
Prepare a new review when approved design scope or dates change.
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Made for your role
Restart Client Scope Review is made for people in these roles.
- Project Coordinator
Keep changed scope approvals from passing into the next handoff.
Show all Agents for the Project Coordinator role - Project Manager
Flag changed client scope against its old approval before work proceeds.
Show all Agents for the Project Manager role - Client Delivery Manager
Hold changed client scope for your review before work continues.
Show all Agents for the Client Delivery Manager role
Made for your department
Restart Client Scope Review is made for people in these departments.
- Project Management
Hold project handoffs when approved scope or dates change.
Show all Agents for the Project Management department - Client Services
Bring changed client scope back to the delivery manager for review.
Show all Agents for the Client Services department
How Restart Client Scope Review works
4 steps, in order, on every run.
-
Read the changed scope taskRead the current task and its earlier decision. Check that the reviewed version exists and the new scope details are complete.
-
Compare the reviewed termsCompare the current scope and dates with the reviewed version. Apply your reviewer list and scope-change rule to identify affected reviewers.
-
Check the earlier decisionCheck that the old decision is canceled or superseded. Keep prior sign-offs only when your scope-change rule permits.
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Hold the handoff for reviewLink the old decision to a pending review for the client delivery manager. Hold the task until that person decides.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Asana.
6 tools
- Connect the reviewed client scope approval task location and identify the linked earlier review or decision field.
- Enter the account reviewer list and scope-change rule, authorized client delivery manager names, and the status that holds handoff pending review.
- Limit access to the client scope approval task and review destination to the responsible team.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Restart Client Scope Review:
Your team gets a task flagged for manual reconciliation. The Agent creates no fresh approval without the earlier decision or reviewed version.
You choose the account reviewer list and scope-change rule during setup. Your client delivery manager chooses an authorized reviewer if the rule leaves it unclear.
The Agent rereads the task and stops that run before writing an outdated request.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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