AI-Agents for Client Services in Audit Trail working with monday.com
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Send prepared client emails and show which contacts still need follow-up.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsKeep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsConfirm client appointments with the time and review link.
Your visitors get appointment confirmation emails with the booked time and a review link. Your coordinator hears about conflicts before a confirmation goes out.
26 toolsKeep client signoffs linked to the deliverable proof reviewed.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsLog the proof revision each client reviewer was sent.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsNote which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsKeep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 toolsSend approved client agreements and keep the request easy to find.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsShare each approved project's signing link and send confirmation.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsSend client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 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 toolsSend 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.
