AI-Agents for Creative Operations Coordinators in Document Review working with Podio by Creative Review Essentials

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Attach Marked PDF

Add marked PDFs and proof-specific fixes to the maker's task.

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
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
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
Collect PDF Marks

Move 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.

Works with12 tools
Published by Creative Review Essentials
Hold Proof Decisions

Flag 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.

Works with7 tools
Published by Creative Review Essentials
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
Return Rejected Proofs

Send rejected campaign proofs back to their makers with revision notes.

Your original maker gets the rework task and sees why the reviewer rejected the proof, with the reason tied to the reviewed file.

Works with8 tools
Published by Creative Review Essentials
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