AI-Agents for Client Delivery Managers in Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Remind owners when client deliverables near their due dates.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 toolsFlag overdue client work for delivery follow-up.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
22 toolsPut client decisions needing a reply ahead of delivery updates.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
6 toolsTrack delivery of finished client packets and flag unresolved addresses.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsConfirm each kickoff welcome reached the client or flag a blocker.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 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 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 toolsSummarize recorded client meetings for delivery follow-up.
Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.
