AI-Agents for Account Coordinators in Request Intake working with Microsoft Exchange
Check requests, collect missing files, open approval tasks. 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 toolsSend an added client the current project call details.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 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 toolsPlace client meetings on the account lead's calendar.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 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
