AI-Agents for Client Services in Approvals working with monday.com
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Draft proposals for client work from account needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsReopen client scope review when deliverables change after sign-off.
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 toolsReopen client review when a revised deliverable replaces an approved file.
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 client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsAlert deliverable owners to review cards still missing due dates.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsBring changed client scope back to the delivery manager for review.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
6 toolsPrepare client complaint replies that follow escalation rules.
Your support rep gets a calm reply draft in the customer's email conversation, shaped by your escalation guide and ready to review before sending.
5 toolsKeep each draft client quote paired with the latest scope PDF.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Send approved client agreements and keep their signing links close.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
