AI-Agents for Client Delivery Managers in Client Services working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Compile client sprint progress and blocker links for stakeholder reports.
Your Jira sprint report lands in an Excel workbook every Friday, with progress totals, blocker links, and issue rows you can filter.
13 toolsOpen a review task for quote changes that affect client commitments.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsSend labeled delivery requests to the team task list without repeats.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsPrompt owners before client deadlines and flag unreachable assignees.
Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.
5 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 client proof access issues on the review task before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 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 toolsKeep a dated approval trail for each client deliverable proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsKeep a dated record of proof revisions sent to clients.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsRecord the file version sent into client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 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 tools
