AI-Agents for Client Services in Deadline Tracking working with Podio
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 toolsPrompt task owners before client deadlines and report unreachable assignees.
Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.
5 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 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 tools
