AI-Agents for Creative Operations Coordinators in Client Services 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 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
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 Access

Check 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.

Works with7 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
Log Proof Revision

Log the exact proof revision when a review card moves.

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

Works with12 tools
Replace Launch File Links

Replace stale launch links after reviewers approve new creative.

Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.

Works with8 tools
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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