AI-Agents for Account Managers in Exception Handling working with Podio
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send Emails to Notion
Track labeled client follow-ups as shared tasks, once per thread.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
Works with
12 tools
12 tools
Schedule Follow-Up Texts
Schedule client follow-up texts and see what was actually sent.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Works with
Flag Urgent Complaints
Get urgent account complaints with a clear reason for follow-up.
Your serious customer complaints stand out with a reason for follow-up, and the responsible person gets an email.
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