AI-Agents for Campaign Coordinators in Document Review working with Pipefy

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Send Asset Review Requests

Hand off ready campaign creative to its reviewer in chat.

Your named reviewer gets the asset and question in chat when your campaign task is ready for review.

Works with13 tools
Published by Campaigns Essentials
Send Checked Proofs

Send campaign proofs for brand review after checklist checks pass.

Your reviewer sees the final proof only after your required checks are complete, with the chat request recorded on the task.

Works with14 tools
Check Proof Access

Post access checks on campaign proof tasks before reviews are due.

Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.

Works with7 tools
Published by Creative Review Essentials
Check Proof Sharing

Check client access to the latest campaign proof before review.

See whether your client has access to the current proof before the review moves forward, with the answer on the task.

Works with12 tools
Published by Creative Review Essentials
Collect PDF Marks

Route marked campaign proofs to the maker for revision.

Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.

Works with12 tools
Published by Creative Review Essentials
Copy Rejection Notes

Route rejected campaign files to designers with reviewer notes.

Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.

Works with13 tools
Published by Approvals Essentials
Hold Proof Decisions

Flag campaign proof changes before a late approval moves forward.

Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.

Works with7 tools
Published by Creative Review Essentials
Notify Proof Reviewers

Notify campaign reviewers only for the checked proof revision.

Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.

Works with13 tools
Return Rejected Proofs

Assign rejected campaign proofs to their makers for revision.

Your makers get the rejected proof and reason on their task board, ready to revise.

Works with10 tools
Attach Campaign Briefs

Add the matching brief when artwork enters review.

Your artwork reviewers see campaign goals beside the asset. They can open the full brief before making a decision.

Works with7 tools
Log Proof Decisions

Log campaign proof decisions before the next review handoff.

Your proof tasks show who decided, which file version they reviewed, and who takes the next step.

Works with12 tools
Published by Creative Review Essentials
Return Rejected Proofs

Route rejected campaign visuals back to their original makers.

Your original maker gets the rework task and sees why the reviewer rejected the proof, with the reason tied to the reviewed file.

Works with8 tools
Published by Creative Review Essentials
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