AI-Agents for Client Delivery Managers in Client Services in Evidence Checking working with Airtable
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
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.
19 toolsAsk item owners to clarify the decision clients need to make.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 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 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.
9 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 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
