AI-Agents for Client Delivery Managers in Handoffs working with Google Drive
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Give 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 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 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.
