AI-Agents for Creative Operations Coordinators in Document Review working with Pipefy
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
14 toolsSend ready assets to reviewers with the question and deadline.
Your named reviewer gets the asset and question in chat when your campaign task is ready for review.
13 toolsSend ready campaign cards to one reviewer with the current file and deadline.
Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.
15 toolsSend checked proofs to reviewers and log each request on its task.
Your reviewer sees the final proof only after your required checks are complete, with the chat request recorded on the task.
14 toolsCheck 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.
9 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 toolsMove PDF review marks to the maker's rework task.
Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.
12 toolsRoute rejected assets into revision work with reviewer notes.
Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.
13 toolsAssign proof owners a task when HEIC files block review.
Your proof owners get a clear task for HEIC images your reviewers cannot open when a campaign proof is ready.
12 toolsFlag stale proof decisions and ask the reviewer to confirm.
Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
7 toolsNotify reviewers after checking the latest proof and prep tasks.
Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.
13 tools
