AI-Agents for Project Coordinators in Client Services in Document Review working with Kintone
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Add actionable chat requests to the shared task sheet.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsPlace reviewer edits on the right card for the campaign team.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
9 toolsKeep reviewer decisions with the matching project proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsList due proof reviews and the reviewers who need access.
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 toolsMessage owners when a review handoff lacks a client decision question.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsHold pending scope signoff and attach the revision for the reviewer.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
8 toolsTrack reviewer decisions for each uploaded project proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsKeep proof decisions and next assignments clear on each task.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 toolsLink changed scope to the earlier sign-off and pending review.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsLink the revised file to its earlier approval and open a new review.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsKeep changed scope approvals from passing into the next handoff.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 tools
