AI-Agents for Client Services in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsDraft proposals for client work from account needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsHand client issues to support with their details and files attached.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
5 toolsOpen cases from flagged client accounts and log the number for follow-up.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsSend client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 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 toolsKeep each draft client quote paired with the latest scope PDF.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Route client support cases with context from earlier requests.
Your team gets clear support cases with owners. Everyone knows which case number to work from.
9 toolsSend approved client agreements and keep their signing links close.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Resend current client meeting invites when contacts ask for access.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.
