AI-Agents for Client Delivery Managers in Client Services in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Give clients their project next steps and folder link as work begins.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsStart signed client projects with a welcome and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 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 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
