AI-Agents for Client Services in Evidence Checking working with Airtable
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Show 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 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 approved project tracker slices with external partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsHold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsOpen a fresh client review when a signed-off draft changes.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsReopen client scope review when deliverables change after sign-off.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsReopen client review when a revised deliverable replaces an approved file.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 toolsBring changed client scope back to the delivery manager for review.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
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