AI-Agents for Client Delivery Managers in Editorial working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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
Share Instant Meeting Links

Share a video link for the delivery team to meet right away.

Get a fresh video meeting link in your team channel when a teammate asks to meet, with a calendar event ready for everyone to join.

Works with4 tools
Check Proof Access

Flag client proof access issues on the review task before deadlines.

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
Log Proof Decisions

Keep 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.

Works with6 tools
Log Proof Handoffs

Keep 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.

Works with6 tools
Log Proof Revision

Record the file version sent into client review.

Your review card shows the proof version your reviewer received, even if the linked file changes later.

Works with12 tools
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
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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