Basecamp provides project containers, to-do lists, message boards, and document vaults where client delivery happens. Under a configured hosted integration or run attachment fallback, AI agents inspect delivery readiness, reconcile client onboarding tasks, cross-reference scope amendments against project discussions, and assemble delivery summaries. A human delivery lead retains authority over client approvals, task sign-offs, and project updates, preventing unreviewed changes from reaching clients.
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Hand delivery the commitments the customer actually bought.
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Confirm the client is ready for the work they bought.
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Agree the changed scope before the commitments move.
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Send the report whose figures and explanations were approved.
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View templateDelivery leads, project managers, and operations directors at small-to-midsize client service agencies and consultancies.
A digital design agency completes client onboarding in Basecamp. The incoming contract requires brand assets, analytics access, and kickoff questionnaire sign-off before creative sprints begin. The agent audits the project to-do list: brand assets and questionnaire responses are uploaded to the Docs & Files vault, but analytics access remains unassigned and overdue. Instead of marking onboarding complete, the agent flags the missing prerequisite, alerts the project lead with the specific missing asset, and waits for manual verification before authorizing the creative sprint kickoff.
Pump Up connects to Basecamp as a candidate integration via OAuth 2.0 using the Basecamp API once credentials and bucket access are explicitly configured. Alternatively, workflows operate directly from exported project summaries and vault files attached to the run.
While the Basecamp API supports creating drafted messages and completing to-dos, Pump Up playbooks stage proposed texts and completion recommendations in the run context for explicit human approval before any external write is executed.
Basecamp supports a visible_to_clients attribute on messages, to-dos, and docs. Configured workflows respect these visibility boundaries, keeping internal working drafts separate and requiring human sign-off before any client-visible item is published.
Basecamp projects define their active tools through the project dock. Configured agent workflows inspect the dock to locate active to-do sets, message boards, and vaults, adapting to the project's specific organizational structure during onboarding setup.