AI-Agents for Client Services in Document Review working with monday.com
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsRank client-related replies and pending service follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsShow 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 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 toolsDraft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsShow which client reviewers can open proofs before their reviews are due.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
19 toolsAsk item owners what decision to request from clients.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsHold client scope approval and point reviewers to the revision.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
8 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 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 tools
