AI-Agents for 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.

Draft Business Proposal

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Send Mail Merge

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Send Current Proof

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with19 tools
Published by Creative Review Essentials
Send Mail Merge Emails

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Log Proof Decisions

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
Email Leave Corrections

Your employees get a clear list of missing leave answers and a link to submit again. Your intake team can keep incomplete requests out of manager review.

Works with42 tools
Attach Campaign Drafts

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Prepare Campaign Approvals

Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.

Works with12 tools
Published by Campaigns Essentials
Return Incomplete Contract Requests

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools
Request Page Post Approval

Get the page owner's approval or revision notes by email, with a notice when your post review deadline passes unanswered.

Works with7 tools
Send Proof Packets

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
Send Rework Packets

Your maker gets a rework email that names the reviewed proof and fixes due next.

Works with13 tools
Published by Creative Review Essentials
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