AI-Agents for Project Coordinators in Client Services working with Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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 Handoff Notes

Send approved project handoffs to each recipient and track the results.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
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
Report Proof Access

List due proof reviews and the reviewers who need access.

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
Request Review Question

Message owners when a review handoff lacks a client decision question.

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

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

Track reviewer decisions for each uploaded project proof.

Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.

Works with6 tools
File In-Person Meeting Notes

File meeting actions where the project team can find them.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Export Partner Tracker

Prepare approved tracker extracts and note excluded records.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Create Project Folders

Create the approved folder structure and link it to each handoff.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
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
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