AI-Agents for Account Coordinators in Request Intake working with Google Drive
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Answer client video requests with a file or a specific blocker.
Get a playable MP4 for campaign review when a client emails a YouTube link, or a clear answer about what they need to send instead.
6 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 agreements and keep signed copies easy to find.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsReply to client video requests with the file or a specific problem.
Your clients get a playable Facebook Page video by email, or a clear reason their link cannot be filled.
4 toolsRoute campaign assets to reviewers and confirm the handoff.
Your reviewers get the asset and instructions in chat, and you get confirmation once their request goes through.
6 toolsConfirm the signing request and share its link in the project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 tools
