AI-Agents for Client Services in Approval Routing working with Dropbox
Check reviewer assignments, route requests, flag exceptions. Every one is ready to run, and you can adjust it in plain language.
Report Proof Access
Show which client reviewers can open proofs before their reviews are due.
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 with
19 tools
19 tools
Log Proof Revision
Note which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
Works with
12 tools
12 tools
Review Proposal Revisions
Hold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Works with11 tools
11 tools
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