AI-Agents for Client Services in Decision Logging working with Airtable
Copy decisions to tasks, tell owners about rejections, pass on revision notes. Every one is ready to run, and you can adjust it in plain language.
Show where a supplier quote changes commitments made to the client.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsRecord reviewer requests on the card used for campaign delivery.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
9 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 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 toolsKeep client handoff links pointed at the approved replacement.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 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 tools
