AI-Agents for Client Delivery Managers in Handoffs working with Kintone
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 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 a fresh scope review before your team resumes delivery.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsShow the old sign-off beside the revised file for a new decision.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsHold changed client scope for your review before work continues.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 tools
