Smart Client Manager

• 

  Interface

Inspiration

Managing client communications, proposals, and follow-ups manually is extremely time-consuming for freelancers and small businesses. I wanted to build a tool that automates these repetitive tasks while maintaining professionalism and accuracy, freeing up time to focus on actual work.

What it does

Smart Client Manager is an AI agent that:

• Automatically reads incoming client emails.

• Drafts professional replies.

• Generates project proposals in Google Docs using pre-designed templates.

• Creates and tracks follow-up tasks in Google Tasks.

• Produces optional weekly summary PDFs combining emails and tasks.

The result is a fully automated workflow from email → proposal → task management, saving hours of manual work.

How I built it

I built the project using Creao.ai as the core platform for the AI agent, integrated with:

• Gmail – to read client emails and draft replies.

• Google Docs – to generate and format proposals automatically.

• Google Tasks – to create and track follow-up tasks.

The agent uses preloaded sample emails, tasks, and templates to simulate real client scenarios for demos and hackathon purposes. Commands in Creao.ai allow the agent to perform end-to-end automation without manual intervention.

Challenges I ran into

• Ensuring the agent could accurately match emails to clients and generate personalized proposals.

• Structuring Google Docs templates so the agent could fill placeholders dynamically from email and task data.

• Making the demo hackathon-friendly without relying on real clients or sensitive data.

Accomplishments that I'm proud of

• Fully automated agent workflow from email reading → reply drafting → task creation → proposal PDF generation.

• Successfully simulated multiple clients with preloaded data for a live demo without real emails.

• Integrated three major productivity tools (Gmail, Google Docs, Google Tasks) into a single AI workflow.

• Created a professional-ready output that can be extended for real clients.

What I learned

• How to leverage Creao.ai integrations to orchestrate multiple productivity tools.

• How AI agents can streamline repetitive workflows for real-world business problems.

• Importance of data structuring and templates for automation in client management.

What's next for Smart Client Manager

• Expand integrations to Notion, Slack, or CRM tools to handle more complex workflows.

• Add automatic scheduling and follow-up notifications for multiple clients.

• Implement a user-friendly dashboard for end users to manage tasks, emails, and proposals in one place.

• Explore multi-language support to serve freelancers and SMBs globally.

Built With

• ai
• creao.ai
• google-docs
• googlegmail
• googletasks
• vibe