AI-Agents for Account Managers working with Teamwork
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Review Revised Quotes
List changes between a supplier's quote and your signed client agreement.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Works with
12 tools
12 tools
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
Prepare Flagged Email Tasks
Turn flagged client emails into next-day tasks with the next step.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Works with
6 tools
6 tools
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