AI-Agents for Client Delivery Managers in Approvals working with Zoom

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.

Works with12 tools

Capture 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.

Works with9 tools

Log 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.

Works with14 tools

Send client proofs to the named reviewer with a decision deadline.

Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.

Works with16 tools

Flag 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.

Works with19 tools

Alert 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.

Works with10 tools