AI-Agents for Project Managers in Client Services working with Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Send project welcomes once the client brief and folder link are ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend new project clients their first steps and shared folder link.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSpot proof access issues before they delay project approvals.
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 toolsLog meeting decisions and owners for project follow-up.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsDeliver a checked partner tracker CSV after approving the view.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsHold delivery until changes to a reviewed proposal get checked.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsKeep changed deliverables on hold until reviewers see the new version.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsLink project folders to handoffs and flag missing details.
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 tools
