AI-Agents for Architecture and Engineering working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Remind design task owners when their deadlines change.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
30 toolsRemind design teams about project deadlines and flag overdue tasks.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
30 toolsEmail design notes and files to colleagues on the project.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
18 toolsMark matching project files before design folders change hands.
You can review marked extra copies and their locations before handing a shared folder to another team.
30 toolsReply to design service inquiries and flag missing project details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsAlert deal owners when design proposals need revision.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsSend design review transcripts with timestamps for meeting minutes.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
22 toolsSend design reviewers the name and link of each new project file.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsMark extra copies of design files and link the oldest one to keep.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
27 toolsFlag or trash identical drawing files and email which copy stays.
Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.
26 toolsSend new project clients their scope details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome new project clients with their agreed scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 tools
