AI-Agents for Client Services in Exception Handling working with Podio
Chase unsigned agreements, compare invoices, flag purchase changes. 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 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 toolsSchedule client follow-ups and flag texts that need correction.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
