AI-Agents for Client Services in Architecture and Engineering working with Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Prompt owners of client work and list assignments awaiting replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
9 toolsShow where a supplier quote changes commitments made to the client.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsTurn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsRecap selected client threads with decisions and requested next steps.
Get the decisions and next steps from a long email thread in your private work chat, without rereading the whole conversation.
8 toolsShare signed client terms and file links with the account team.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsFlag client meeting invitations that overlap scheduled calls.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsShare filed agreement links with client service teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsWelcome new clients with project details and a shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome signed clients with the scope and next steps agreed with them.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsMove client meeting requests from email to booked calls.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 toolsDraft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 tools
