AI-Agents for Client Delivery Managers working with Kintone
kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.
Show overdue client tasks in the Monday lead email.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
30 toolsRemind delivery owners before due dates and surface work awaiting replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
9 toolsRank delivery team replies and pending client follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsCompile client sprint progress and blocker links for stakeholder reports.
Your Jira sprint report lands in an Excel workbook every Friday, with progress totals, blocker links, and issue rows you can filter.
13 toolsOpen a review task for quote changes that affect client commitments.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsCapture 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 toolsLog client proof decisions on the matching delivery card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsFlag client proof access gaps before review deadlines.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
19 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 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 toolsFlag proof access problems before client review handoffs.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsKeep a dated approval trail for each client deliverable proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
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