Whirl for creative & digital agencies
Create tasks from client feedback, request missing files and prepare project updates.
Find ideas for your business
Collecting files for a launchExample“Check whether the client has sent everything needed for next week's launch.”
A client sends feedback by email, the project tasks are in Basecamp, and the files are in Drive. The account manager has to check what changed, tell the relevant people and confirm the team has the files it needs.
Whirl reads the brief and project records, prepares task updates from client feedback, and requests missing files. Client replies are attached to the relevant task. Your team reviews changes to the agreed scope and remains responsible for the creative work and client relationship.
Example workflows
A client emails changes to an active project.
Whirl compares the feedback with the brief and open tasks, prepares updates, and asks your team to review requests outside the agreed scope.
The team can review the requested changes against the agreed brief.
A scheduled check finds a project waiting on client materials.
Whirl checks which files have arrived, asks for only the missing items, and follows up until the team has an update.
The client receives a list of the files still needed.
The regular client update is due.
Whirl reviews completed work, open questions and upcoming dates, then prepares an update for the account manager to approve.
The client receives a summary of progress and any outstanding requests.
These are example combinations. Connect your tools and choose which actions need your approval.
Basecamp
Gmail
Google Drive
Slack
NotionYour account manager can approve changes to the scope or price before a response is sent. Whirl identifies requests that differ from the brief, gathers the details and prepares a response for review.
No. Whirl works with the connected project and document tools you already use, such as Basecamp, Notion and Google Drive. It coordinates the work between them.
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Coordinate service appointments, supplier replies and job paperwork for your office team.
Coordinate interview times, request missing feedback and prepare hiring updates.
Request missing receipts, investigate payment differences and prepare records for review.
