AI-Agents for Project Coordinators in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Record each participant's approved channel access on the project roster.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.
10 toolsMessage 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.
12 toolsTrack due proof reviews and list what reviewers still need.
See which proof reviews are ready for your creative team, with missing files or decision details called out before deadlines.
6 toolsMerge task PDFs in the requested order and link the packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsKeep each rejected asset linked to its revision assignment.
Your campaign team gets a tracked revision assignment when a reviewer requests changes. The creator sees what needs work.
7 toolsFlag undated review cards when teammates share them in chat.
Your team sees a missing-deadline note on the card when a review request links to an undated card in chat.
12 toolsTurn 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.
9 toolsSend 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.
10 toolsAttach 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.
5 toolsFlag 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.
8 toolsShow 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.
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.
8 tools
