AI-Agents for Creative Operations Coordinators in Client Services in Document Review working with Podio
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Keep chat decisions on the right creative approval task.
Your approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.
6 toolsAsk asset owners for the client decision missing from review requests.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsCheck proof access and request corrected links when reviewers need them.
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 toolsFlag proof access issues before handing work to client reviewers.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsMatch every creative review decision to its proof upload.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsHold revised campaign drafts and open a fresh client review.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsKeep each proof's open review requests visible on its item.
See which requested edits made it into a revised proof and which still need work, right beside the files on your review item.
Log proof decisions and route each task to its next owner.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 tools
