AI-Agents for Creative Operations Coordinators in Client Services working with ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Log Proof Decisions

Log emailed review decisions on the matching creative 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

Email the current proof to its reviewer with a clear 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

Summarize reviewer access to the proofs due next.

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
Log Chat Proof Decisions

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.

Works with6 tools
Published by Creative Review Essentials
Request Review Question

Ask 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.

Works with12 tools
Check Proof Access

Check reviewer access to the current proof before routing the card.

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 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.

Works with12 tools
Published by Creative Review Essentials
Review Revised Client Drafts

Hold 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.

Works with9 tools
Log Proof Decisions

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.

Works with12 tools
Published by Creative Review Essentials
Send Missing Date Reminders

Remind asset owners to date their review cards before handoff.

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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