AI-Agents for Client Services in Version Control working with Podio
Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Keep client proof decisions on the task for the version they saw.
Your approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.
6 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 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 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 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.
Keep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 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.
6 tools
