AI is now part of how Account Managers (AMs) and Project Managers (PMs) work. It isn’t a replacement for experience or judgment, but as a tool that supports clarity and efficiency. The core of the role hasn’t changed: building client trust, managing expectations, and delivering successful projects are still the work. AI simply helps make that work easier by organizing information, supporting communication, and reducing time spent on repetitive tasks, so AMs and PMs can stay focused on strategy, relationships, and thoughtful decision-making.
How AI Supports Client Communication
Communication is central to the work of AMs and PMs, and AI can streamline the preparation process. Before meetings, calls, or weekly updates, teams can often juggle multiple project notes, timelines, and deliverables. AI can help organize this information into a coherent draft that can then be refined and personalized.
Examples of AI in client communication include:
- Drafting meeting agendas from internal notes or project updates
- Summarizing key points from previous emails or calls
- Turning technical updates into clear, client-friendly language
- Checking phrasing and tone for sensitive topics of escalations
By handling the initial drafting, AI saves time and allows AMs and PMs to focus on ensuring the message reflects client context and priorities.
Making Project Updates Clearer
Projects generate a lot of detailed information that is essential internally but can overwhelm clients if shared directly. AI helps turn all these details into clear, actionable summaries, showing progress, key dependencies, and any risks that need attention.
Ways AI supports project updates:
- Summarizing progress or milestone achievements from client updates
- Highlight delays or blockers while framing next steps constructively
- Explaining the impact of dependencies without overloading the client with internal jargon
- Structuring information so clients can quickly see priorities and action items
The focus is on clarity and relevance, ensuring clients are informed without overloading them with details that may not be necessary or relevant to their priorities.
Improving Internal Documentation and Alignment
Accurate documentation benefits both delivery and knowledge continuity. AI can assist in organizing and summarizing meeting notes, compiling decisions, maintaining consistent documentation across accounts, and reducing the need to search for information across multiple sources.
Examples include:
- Transforming raw meeting notes into structured internal summaries
- Drafting internal project guidelines or workflows for reference
- Capturing action items and responsibilities
This reduces duplicated effort, keeps information accessible, and ensures alignment across AMs, PMs, and delivery teams.
Supporting Growth for Newer Team Members
Even experienced AMs and PMs face a learning curve when joining a new company. Each client, project, and internal process has its own history and nuances. AI can help bridge that gap by allowing new team members to access and digest information more quickly, explore past communications, and understand workflows without spending hours piecing everything together manually.
Ways AI supports faster onboarding and deeper understanding:
- Reviewing past client notes, emails, and meeting summaries to quickly get up to speed
- Summarizing project histories, decisions and key milestones across accounts
- Searching through internal videos, documentation and recordings to find context quicly
- Helping team members ask focused questions and get relevant answers immediately
- Highlighting patterns, dependencies or follow ups that might otherwise be missed.
By leveraging AI in this way, new team members can contribute meaningfully sooner, make informed recommendations, and maintain continuity for clients while they ramp up. It helps them apply prior experience while quickly adapting to new systems, processes, and team dynamics.
Using AI Thoughtfully and Responsibly
AI works best as a support tool, and not a final voice. It can draft organize, and summarize information, but it does not replace human judgment or understanding of the client relationship. The responsibility for accuracy, tone, and context always sits with the AM or PM.
Best practices for AI use within project management:
- Create draft versions of emails, updates, or recaps
- Summarize internal notes or project data for clarity
- Standardize recurring updates for consistency
- Anticipate potential client questions or concerns
AMs and PMs should review all AI-assisted content for accuracy, relevance, and tone, adjusting it as needed to reflect client relationships. When used responsibly, AI increases efficiency while ensuring communication remains intentional, human, and aligned with client expectations.
In Conclusion
AI is now a standard part of modern account and project management. The teams that succeed are those who use it to support clarity, efficiency, and alignment while maintaining the human judgment that clients rely on. It doesn’t replace what makes a great AM or PM, it reinforces it, helping teams focus on what matters most: building trust, managing expectations, and delivering on the promises we make to clients.
