AI-Agents for Project Management in Request Intake working with Google Contacts
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Record the review email and send time on the campaign card.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
16 toolsEmail project reviewers links to new files awaiting review.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsShare project next steps with new clients once their folder link is ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend project clients their first steps once the agreement is signed.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsRecord each campaign review request on its task.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
15 toolsMessage item owners when client reviews lack a decision question.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsUpdate campaign review cards with the latest draft link.
Your campaign team finds the current draft on its review card, with a version note to make the handoff clear.
10 toolsLocate project files requested across the delivery team.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsTie review requests to checked file revisions in the task.
Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.
13 toolsAttach current project files to approval packets for review.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 toolsAssign linked revision tasks to asset creators after review.
Creators get a linked revision task with review feedback, so your campaign lead can keep work moving without chasing handoffs.
10 toolsMark missing reviewer or due date on proof cards before handoff.
Your proof cards show what reviewers need before brand review. Your team sees the current proof and any details still missing.
6 tools
