AI-Agents for Project Coordinators working with ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Place Approved Assets

Link the approved file in the campaign launch folder.

Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.

Works with8 tools
Published by Campaigns Essentials
Update Proof Links

Keep the revised proof on the task card for the next reviewer.

Your rework card points to the latest image or PDF proof, with the next reviewer clear when a shared file changes.

Works with9 tools
Published by Creative Review Essentials
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
Post Daily Review Summary

Summarize open review cards and their deadlines for the launch team.

Your launch team gets a fresh briefing every workday. The shared document points to reviews due today, overdue, or blocked.

Works with11 tools
Recheck Drawing Reviews

Queue a fresh drawing review and keep the handoff on hold.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Prepare a fresh drawing review and keep the field handoff on hold.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Review Revised Site Drawings

Queue fresh reviews when revised drawings outdate cleared field cards.

Keep field work on hold when site drawings change, with an approval review that shows your coordinator what changed before work continues.

Works with10 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
Merge PDFs for Review

Merge 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.

Works with5 tools
Return Revised Cards

Move revised proof cards back to review with the next due date.

Your revised proof cards return to review with the new version named and the next reviewer due date easy to find.

Works with8 tools
Published by Creative Review Essentials
File AI Meeting Notes

Save project call actions in the shared notes library.

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools