AI-Agents for Client Services in Revision Tracking working with Google Drive
Carry revision notes, check latest drafts, compare approved terms. Every one is ready to run, and you can adjust it in plain language.
Put the client's submitted scope on the quote awaiting approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsLog the proof revision each client reviewer was sent.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsNote which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 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9 toolsFlag outdated files in client reviews and request the latest version.
Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.
5 toolsShow which client proof requests the revised file addresses.
See which requested edits made it into a revised proof and which still need work, right beside the files on your review item.
Deliver revised client images through a downloadable file link.
Your image editing requests end with a finished file in the project folder and a download link in the requester's inbox.
