AI-Agents for Client Delivery Managers in Editorial working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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.
14 toolsSend 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.
16 toolsFlag 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.
7 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 toolsKeep 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 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.
10 tools
