AI-Agents for Client Services working with Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Draft client answers using approved engagement details and email history.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
9 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 toolsEmail the current client proof to its reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsShow which client reviewers can open proofs before their reviews are due.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
19 toolsPut 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 toolsConfirm clients can open the current proof before review handoff.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 toolsFlag client proof access problems on review tasks before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 toolsFlag proof access issues before clients start their review.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 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 toolsKeep client handoff links pointed at the approved replacement.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsShare approved project tracker slices with external partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsOrganize shared project files for client delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 tools
