AI-Agents for Project Coordinators in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Assign Proof Signoffs

Turn meeting proof signoffs into assigned, dated review tasks.

Your reviewers get a clear task for the proof decision, with the link and due date from the meeting action item.

Works with9 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
Convert HTML Files to PDF

Attach checked PDFs to the same tasks as their HTML drafts.

Your reviewer finds the checked PDF beside the HTML draft on the task, or a note explaining what needs fixing.

Works with5 tools
Flag Missing Review Dates

Flag ready review tasks missing a due date before handoff.

Spot missing review deadlines before you ask for feedback, with a visible flag on ready cards that need a date.

Works with8 tools
Flag Missing Review Questions

Show which review handoffs need a decision question from the requester.

Your ready reviews show which decision questions are missing, with the source request linked so your coordinator knows where to look.

Works with
Flag Undated Review Cards

Prompt card owners for dates when campaign reviews lack a deadline.

Your card owner sees a missing review deadline on the campaign card before anyone asks the reviewer to weigh in.

Works with8 tools
Published by Campaigns Essentials
Prepare Intake Approvals

Route complete project requests to named reviewers.

Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.

Works with11 tools
Published by Approvals Essentials
Prepare Proof Approvals

Assign submitted proofs to reviewers with a decision and due date.

Your reviewers get a clear approval task on the submitted proof, with the decision to make and the date you requested.

Works with7 tools
Flag Missing Review Dates

Mark older review cards without due dates for owner follow-up.

Your Friday review queue shows which cards still need deadlines, with a label and note to help owners follow up.

Works with6 tools
Copy Text From Images

Copy words from project meeting screenshots into the notes.

Get selectable text below the screenshots and photos in your meeting notes, with unclear words marked for review.

Works with
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