AI-Agents for Project Managers in Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Archive recent unstarred mail while starred project emails stay visible.
Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.
6 toolsPrioritize project decisions and deadlines in the daily summary.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
6 toolsSend the client kickoff email and report any missing project details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 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 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 toolsKeep project meeting decisions and owners easy to revisit.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsTrack project decisions and action items from recorded meetings.
Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.
