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Keep client asks from slipping

Client asks agreed in email, Slack and meetings get lost before they reach the board. How delivery leads catch each one, approve it and keep its source.

3 min read

On this page
  1. Where client asks slip
  2. How Jen catches the ask
  3. You approve before anything moves
  4. Every task keeps its source
  5. The board matches reality
  6. What Jensi does not do yet

Where client asks slip

A client asks for something in an email. A colleague agrees to it in Slack. On the next call someone says "we'll have it by Friday." Everyone heard it. Nobody wrote it down where the team tracks work.

That is the broken telephone between a conversation and a task. Each person assumes someone else logged it. A week later the board shows what the team planned a month ago, not what it has done or what it has promised.

"Just keep the board updated" is not a process. It is a wish. Delivery leads end up rereading threads and chasing status, because the board is the last place the truth arrives.

How Jen catches the ask

Jen, Jensi's AI agent, reads the conversations you connect: Slack and Microsoft Teams channels, Gmail and Outlook inboxes, and meeting notes that notetakers such as Fireflies, Otter or Fathom send by email. It looks for requests, promises and decisions, and turns each one into a suggested task.

Take one ask. A client emails: "Can you send the revised quote by Friday?" Jen suggests a task called "Send the revised quote", with a suggested owner, Friday as the due date, and the email attached.

When a later message changes the same work, such as "Can we make it Monday?", Jen suggests an update to the existing task instead of a second task.

You approve before anything moves

A suggestion is not a task yet. It waits in your inbox until a person reviews it. You can approve it, edit the owner, date, project or title first, or reject it as noise.

In the quote example, you read the email next to the suggestion, see that Sam is out this week, change the owner to Priya and approve. Changes to an owner, date, status or title are always suggested to you, never applied on their own. Two settings can let Jen act alone on small things, adding subtasks it is very sure about and turning high-confidence Slack asks into tasks. Both are off unless you turn them on, and neither applies to projects linked to Jira.

Every task keeps its source

Each suggestion and each approved task links back to the email, Slack or Teams thread, or meeting it came from. When the client later says "that's not what I asked for", anyone on the team can open the original wording in one click instead of searching three tools.

For a closer look at the review step, read the guide on turning Slack messages into tasks. For how Jensi handles the data it reads, see the security page.

The board matches reality

Approved work lands on the project board with its owner, due date and source. The quote task sits in To do, owned by Priya, due Friday. When the client moves the date and you approve Jen's update, the board shows Monday.

If the project is linked to a Jira Cloud project, sync works both ways. Approved tasks appear in Jira, and changes made in Jira come back to Jensi. Your team keeps working where it already works.

What Jensi does not do yet

Jensi does not yet sync with Linear or Asana, and it does not capture Zoom calls directly. If your team tracks delivery in one of those tools, use Jensi for catching and reviewing asks, and keep your current handoff for the rest.

For a wider view of tracking requests per client, read Track client requests across Slack, email and calls. To try it on your own work, start free and connect one inbox or channel first.

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