AI-Agents for Creative Operations in Document Review working with ClickUp

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Route Proof Reviews

Turn proof handoffs into assigned reviews and log the sent message.

Your reviewers get the proof and a clear question in chat, with an assigned task to track the deadline and delivered request.

Works with8 tools
Assign PDF Rework

Route rejected creative PDFs into maker-assigned revision tasks.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Attach Marked Proofs

Route each marked proof to its maker task with the review version.

Your makers can find marked PDFs on the right tasks, with the proof version in the comment.

Works with6 tools
Check Proof Access

Check access to the current proof before routing review cards.

Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.

Works with9 tools
Published by Creative Review Essentials
Check Proof Sharing

Flag sharing problems on the current proof before routing review.

See whether your client has access to the current proof before the review moves forward, with the answer on the task.

Works with12 tools
Published by Creative Review Essentials
Collect PDF Marks

Post grouped PDF fixes on the maker's rework task.

Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.

Works with12 tools
Published by Creative Review Essentials
Copy Rejection Notes

Link rejected assets to revision tasks with reviewer comments.

Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.

Works with13 tools
Published by Approvals Essentials
Create Revision Issue

Hand off grouped review comments in one issue for the next revision.

Your editor gets a clear revision issue from comments on your draft page, with links back to the review.

Works with10 tools
Flag HEIC Proofs

Assign proof owners a blocker task for HEIC files reviewers cannot open.

Your proof owners get a clear task for HEIC images your reviewers cannot open when a campaign proof is ready.

Works with12 tools
Notify Proof Reviewers

Notify reviewers when the current proof clears its prep checks.

Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.

Works with13 tools
Return Rejected Proofs

Route rejected proofs from review replies into assigned rework tasks.

Your makers get the rejected proof and reason on their task board, ready to revise.

Works with10 tools
Shrink Marked Proofs

Route smaller marked proofs to the right maker revision task.

Your makers get smaller marked proofs on the right revision tasks, with the reviewed version named for a clearer handoff.

Works with8 tools
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