AI-Agents for Consultants in Client Services in Handoffs working with Gmail
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers an engagement and flag urgent project emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsWelcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsDraft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsCheck client meeting confirmations and draft replies about changes.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 toolsSend completed reports to client stakeholders and flag missed deliveries.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 tools
