AI-Agents for Client Delivery Managers in Approvals working with Podio
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 toolsFlag client proof access issues on the review task before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 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 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 tools
