AI-Agents for Campaign Managers in Approvals working with Pipefy

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Send Mail Merge

Send approved campaigns to selected contacts and see the final send tally.

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Send Mail Merge Emails

Send approved campaign emails and report accepted sends.

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Attach Campaign Drafts

Show the latest submitted draft on its campaign review task.

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Prepare Campaign Approvals

Give reviewers the launch date and creative in one approval task.

Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.

Works with12 tools
Published by Campaigns Essentials
Escalate Overdue Campaign Reviews

Send overdue campaign decisions with launch context.

Your marketing lead sees the overdue campaign review in team chat and can open the original task before launch.

Works with19 tools
Published by Approvals Essentials
Reopen Review Task

Reopen campaign review tasks after confirming the proof copy changed.

Your reviewer gets a reopened task only when the proof changes, with a deadline and links back to the proof and revision queue.

Works with14 tools
Add Approved Assets to Launch

Give the launch team access to the approved campaign file.

Your campaign team can find the file in the launch folder once a reviewer signs off, without chasing the handoff.

Works with8 tools
Published by Campaigns Essentials
Add Launch Shortcuts

Link approved campaign assets in the launch folder.

Your campaign team finds the file in the launch folder after review, without a lead chasing down the handoff.

Works with9 tools
Published by Campaigns Essentials
Attach Draft Versions

Keep campaign review cards linked to the latest creative version.

Your campaign team finds the current draft on its review card, with a version note to make the handoff clear.

Works with10 tools
Published by Campaigns Essentials
Check Asset Review Links

Give reviewers the current asset before campaign approvals move on.

Your reviewers see the current asset file in their task, or a clear request to fix a stale link before review.

Works with11 tools
Published by Campaigns Essentials
Check Reviewer Access

Show which campaign reviews need a file access fix.

Your campaign card shows whether the assigned reviewer can open the linked file, so your team can fix sharing before requesting review.

Works with7 tools
Published by Campaigns Essentials
Place Approved Assets

Make approved campaign assets available for launch handoff.

Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.

Works with8 tools
Published by Campaigns Essentials
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