AI-Agents for Client Delivery Managers in Creative in Approvals working with ClickUp

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

Log Proof Decisions

Log client proof decisions on the matching delivery card.

Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.

Works with14 tools
Published by Creative Review Essentials
Send Proof Packets

Send client proofs to the named reviewer with a decision deadline.

Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.

Works with16 tools
Published by Creative Review Essentials
Report Proof Access

Flag client proof access gaps before review deadlines.

Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.

Works with19 tools
Check Proof Access

Confirm clients can open the current proof before review handoff.

Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.

Works with9 tools
Published by Creative Review Essentials
Check Proof Sharing

Flag proof access problems before client review handoffs.

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
Log Proof Decisions

Keep proof decisions visible through client delivery handoffs.

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
Reopen Delivery Reviews

Show the old sign-off beside the revised file for a new decision.

Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.

Works with7 tools
Send Missing Date Reminders

Alert deliverable owners to review cards that still need due dates.

Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.

Works with10 tools
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