AI-Agents for Exception Handling in Consulting working with Basecamp
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Remind consultants of due client work and flag overdue tasks.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
32 toolsGive each approved client engagement a linked shared folder by project ID.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
15 toolsFind the right consultant's link for a client meeting.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
8 toolsCreate missing client engagement folders for active projects.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
17 toolsOrganize client project files when a delivery method is chosen.
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 toolsPrepare shared folders for new client engagements on the schedule.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.
