AI-Agents for Client Delivery Managers in Exception Handling working with Podio
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send 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 toolsReceive a digest of client deliverables with no owner update.
Owners get due date reminder emails, and your project lead sees who has not posted an update by the milestone cutoff.
6 toolsRemove listed client team members from a closed engagement channel.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
9 tools
