AI-Agents for Client Delivery Managers in Approvals
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Put approved project extracts in partner delivery folders.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsHold client handoffs until revised proposals have a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsShow changed drafts and earlier decisions in a new review.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsKeep proof decisions visible through client delivery handoffs.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 toolsPrepare a fresh scope review before your team resumes delivery.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsShow the old sign-off beside the revised file for a new decision.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsAlert deliverable owners to review cards that still need due dates.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsHold changed client scope for your review before work continues.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 tools
