AI-Agents for Client Delivery Managers in Approvals working with Microsoft Office 365
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 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 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 tools
