AI-Agents for Client Services 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.
Reply to clients with draft briefs and questions about open choices.
Your team gets a draft video brief from the client's intake packet. Your client gets clear questions about choices still open.
8 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 toolsKeep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 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 toolsBook incoming client meetings across available team members.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 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 toolsLabel client emails needing a reply and updates by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 toolsMark urgent client requests and sort messages by topic.
Your inbox shows email topics and importance, making client, supplier, and team requests easier to follow up.
7 toolsSort client correspondence and flag requests needing attention.
Your work inbox shows clear categories, with urgent or customer-facing requests easy to find under Needs Attention.
6 toolsConfirm client appointments with the time and review link.
Your visitors get appointment confirmation emails with the booked time and a review link. Your coordinator hears about conflicts before a confirmation goes out.
26 tools
