AI-Agents for Client Delivery Managers in Approvals working with Airtable
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Open a review task for quote changes that affect client commitments.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsCapture reviewer edits on the campaign card for the delivery team.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
9 toolsLog client proof decisions on the matching delivery card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsFlag client proof access gaps before review deadlines.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
19 toolsFlag proof access problems before client review handoffs.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsKeep a dated approval trail for each client deliverable proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsKeep a dated record of proof revisions sent to clients.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsRecord the file version sent into client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsUpdate client launch folders with links to approved replacements.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsPut 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.
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