AI-Agents for Project Coordinators in Client Services in Approvals working with Pipefy

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Log Proof Decisions

Keep reviewer decisions with the matching project proof 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

Route the current project proof by email with a review 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

Show proof access gaps on the review card before assignment.

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 reviewer access to the current proof on the project task.

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
Log Proof Decisions

Keep proof decisions and next assignments clear on each task.

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
Recheck Scope Changes

Link changed scope to the earlier sign-off and pending review.

Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.

Works with7 tools
Reopen Delivery Reviews

Link the revised file to its earlier approval and open a new review.

Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.

Works with7 tools
Send Missing Date Reminders

Send each owner their undated review cards before the weekly 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
Restart Client Scope Review

Keep changed scope approvals from passing into the next handoff.

Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.

Works with6 tools
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