AI-Agents for Client Delivery Managers working with Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Send Action Item Reminders

Remind owners when client deliverables near their due dates.

Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.

Works with22 tools
Send Due Date Reminders

Flag overdue client work for delivery follow-up.

Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.

Works with22 tools
Send Proof Packets

Send 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.

Works with16 tools
Published by Creative Review Essentials
Email Daily Inbox Summary

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
Send Client Packets

Track 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.

Works with5 tools
Send Due Date Reminders

Prompt owners before client deadlines and flag unreachable assignees.

Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.

Works with5 tools
Send Due Date Reminders

Receive a digest of client deliverables with no owner update.

Owners get due date reminder emails, and your project lead sees who has not posted an update by the milestone cutoff.

Works with6 tools
Send Kickoff Welcome Email

Confirm 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.

Works with5 tools
Sync Project Calendars

Keep client project dates aligned and show owners what changed.

Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.

Works with
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