AI-Agents for Client Delivery Managers in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Capture reviewer edits on the campaign card for the delivery team.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
9 toolsFlag delivery commitments in signed client agreements for team review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsGive clients their project next steps and folder link as work begins.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsStart signed client projects with a welcome and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend 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.
16 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 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 toolsUpdate 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 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 tools
