AI-Agents for Client Delivery Managers in Sales working with Microsoft Office 365

Flag 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.

Works with10 tools

Start 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.

Works with24 tools

Put client decisions needing a reply ahead of delivery updates.

Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.

Works with6 tools

Hold 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.

Works with11 tools