AI-Agents for Account Coordinators in Handoffs working with Microsoft Exchange
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Keep client absence replies aligned with coverage plans.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsTurn intake emails into draft briefs for the creative team.
Your team gets a draft video brief from the client's intake packet. Your client gets clear questions about choices still open.
8 toolsTurn completed client intake into a welcome email and flag missing details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend each new client their project scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend approved client handoffs with files and log each send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsFetch client video clips from post links for creative review.
Get the MP4 in your request email thread, or learn why the clip could not be delivered and what to send instead.
6 tools
