Playbooks / Professional Services / Client Delivery
Proactive Status Updates
Clients hear from us before they think to ask: milestone reached, upcoming decision points, anything slipping and the recovery plan. Approval before send.
How to run it
Open Professional Services > Client Delivery > Proactive Status Updates in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Proactive Status Updates workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Clients hear from us before they think to ask: milestone reached, upcoming decision points, anything slipping and the recovery plan. Approval before send.
Put this workflow to work.
The Professional Services agent ships with this one installed. Open the demo and ask it to run the Proactive Status Updates workflow on something of yours.