AI-Agents for Client Services in Deadline Tracking working with Asana
Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
Turn labeled client emails into shared tasks without duplicate entries.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsConfirm clients can open the current proof before review handoff.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 toolsFlag client proof access problems on review tasks before deadlines.
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 toolsFlag proof access issues before clients start their review.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 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 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.
