AI-Agents for Client Services working with monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Confirm 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 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 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 toolsKeep client meeting commitments available for team follow-up.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 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 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12 toolsFlag outdated files in client reviews and request the latest version.
Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.
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