AI-Agents for Client Delivery Managers in Client Services working with Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Update client launch folders with links to approved replacements.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsKeep client meeting commitments visible to the delivery team.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 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 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.
12 toolsTrack which client proof requests the latest file addresses.
See which requested edits made it into a revised proof and which still need work, right beside the files on your review item.
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.
12 tools
