AI-Agents for Client Delivery Managers in Creative Operations
Agents make room for Client Delivery Managers to guide client work across the team.
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.
12 toolsKeep a dated approval trail for each client deliverable proof.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsKeep a dated record of proof revisions sent to clients.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsRecord the file version sent into client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsUpdate client launch folders with links to approved replacements.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsShow changed drafts and earlier decisions in a new review.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsTrack which client proof requests the latest file addresses.
See which requested edits made it into a revised proof and which still need work, right beside the files on your review item.
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.
12 toolsKeep client project dates aligned and show owners what changed.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
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.
7 toolsAlert 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.
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