Enhance Client Management with AI-Powered Lifecycle AutomationEnhance Client Management with AI-Powered Lifecycle Automation
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Anish Ani
ā€¢ 1d
ClientOS Agent ā€” AI Client Lifecycle Manager
ClientOS watches your Notion project board and automatically produces the right output at every stage ā€” no prompting needed.
šŸŸ” Intake ā†’ Scope of Work Set a project to Intake. Agent reads discovery notes and generates a complete SOW + client email via Gmail.
šŸŸ¢ Active ā†’ Weekly Status Update Every Friday at 9AM automatically. Reads tasks, detects blockers, assigns a traffic light, writes the status report, emails the client, posts to Slack.
šŸ”µ Completed ā†’ Handoff Brief Mark a project complete. Agent reads every deliverable and decision across all meetings and generates a handoff brief + closure email.
Agent link: https://www.notion.so/agent/32ef76f5-217b-8039-a480-0092020a5da5
šŸ“¹ Full demo: https://drive.google.com/file/d/1NVPHkL3u-Ojhbwe-vYnSOOPRdH6Re6nk/view?usp=sharing
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