AI-Agents for Client Services working with Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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 toolsShare each approved project's signing link and send confirmation.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 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 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 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.
Keep client team decisions and carryovers ready for the next meeting.
Your next agenda starts with a clear record of what the team decided. Find open items and the recording in the same note.
