Shared files
Give the team access to the same client files.
Google Drive keeps each client's files in shared folders. PDI keeps the rules, priorities and approvals with the work that uses those files. Portable Delivery Intelligence adds each client's strategy, rules, priorities and approvals in 1 place. Every AI tool and every teammate on the account works from that source, while human review stays in control.
Give the team access to the same client files.
Keep each client account in its own folder.
Review files and leave notes in one place.
Files hold the facts, not the rules for using them.
Add Google Drive as a connector. Load each client's strategy, rules, priorities and approvals. The team works from that context. Approvals stay human.
Add Google Drive to the client delivery system.
Add the current client strategy, rules, priorities and approvals.
Use live work to test the context and human approval steps.
Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.
No partnership or certification is claimed. The install uses Google Drive as a connector in the agency's delivery system.
Yes. People review and approve work before it moves forward.
No.
Yes. Each client gets its own strategy, rules, priorities and approvals.
We map where your team's time leaks.