Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Remind creative owners of deadlines and log each notice in the sheet.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Send creative reviewers each new file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Remind creative owners to update deliverables before due dates.
Owners get due date reminder emails, and your project lead sees who has not posted an update by the milestone cutoff.
Sort creative work files by project and flag unclear uploads.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Hold revised campaign drafts and open a fresh client review.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
Keep creative project deadlines current in the team calendar.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
Remind asset owners to date their review cards before handoff.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.