AI-Agents for Client Delivery Managers in Client Services working with Basecamp

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.

Summarize Team Email

Highlight client requests and deadlines across active work.

Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.

Works with20 tools
Send Proof Packets

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
Published by Creative Review Essentials
Log Proof Revision

Record the file version sent into client review.

Your review card shows the proof version your reviewer received, even if the linked file changes later.

Works with12 tools
Review Revised Client Drafts

Show 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.

Works with9 tools
Create Project Folders

Prepare client project folders for delivery handoffs.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Log Proof Decisions

Keep proof decisions visible through client delivery handoffs.

Your proof tasks show who decided, which file version they reviewed, and who takes the next step.

Works with12 tools
Published by Creative Review Essentials
Send Missing Date Reminders

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
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