AI-Agents for Client Services working with Todoist
Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
Remove work labels from client requests when follow-ups finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
9 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 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 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
