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

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

Attach Marked PDF

Attach marked campaign proofs to the right creative task.

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
Match Feedback to Draft

Turn campaign review requests into linked revision assignments.

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with12 tools
Published by Campaigns Essentials
Log Chat Proof Decisions

Log campaign proof decisions where the review handoff happens.

Your approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.

Works with6 tools
Published by Creative Review 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
Route Proof Reviews

Turn campaign proof uploads into assigned review tasks.

Your reviewers get the proof and a clear question in chat, with an assigned task to track the deadline and delivered request.

Works with8 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 Revisions

Match updated campaign proofs to the review board's fix list.

See which requested corrections appear in the latest proof, with findings beside your review notes and uncertain fixes called out.

Works with8 tools
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
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