Handoffs AI-Agents for Account Managers in Client Services in Public Relations working with Gmail
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Prepare client proposals from emailed needs and approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend approved absence replies to clients and flag urgent account needs.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client emails and route urgent account requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsPost signed agreement terms and a file link for the account team to review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsSend each new client a welcome with project details and a shared folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome signed clients and receive a copy of each message.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsReport packet delivery failures for client contacts who need follow-up.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 tools
