AI-Agents for Project Coordinators in Client Services working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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 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 toolsRoute the current project proof by email with a review deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsShow proof access gaps on the review card before assignment.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 toolsCheck reviewer access to the current proof on the project task.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 toolsCreate the approved folder structure and link it to each handoff.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 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 toolsSend each owner their undated review cards before the weekly handoff.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 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
