AI-Agents for Client Services in Version Control working with monday.com
Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Keep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsEmail the current client proof to its reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsHold client scope approval and point reviewers to the revision.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
8 toolsKeep client signoffs linked to the deliverable proof reviewed.
Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.
6 toolsLog the proof revision each client reviewer was sent.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
6 toolsNote which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsKeep client handoff links pointed at the approved replacement.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsHold 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.
11 toolsOpen a fresh client review when a signed-off draft changes.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
9 toolsFlag outdated files in client reviews and request the latest version.
Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.
5 toolsKeep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 toolsSend approved client agreements and keep the request easy to find.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 tools
