AI-Agents for Client Services working with Teamwork
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Show 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 labeled client emails into shared tasks without duplicate entries.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsTurn flagged client requests into clear follow-up tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 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 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 toolsKeep 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 tools
