AI-Agents for Creative Operations in Document Review working with Podio
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Route marked PDFs and proof-specific fixes to the maker's task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
14 toolsMatch review requests to the current asset before assigning revisions.
Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
12 toolsLog chat decisions on the right approval task with the proof version.
Your approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.
6 toolsMessage owners when review items lack a client decision question.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsRoute checked proofs to reviewers and log each request on its task.
Your reviewer sees the final proof only after your required checks are complete, with the chat request recorded on the task.
14 toolsKeep copy revision tasks current with feedback from review chat.
Your writers see changes requested in chat on the revision task they already use, with a link back to the review discussion.
9 toolsTurn 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.
8 toolsPost proof access checks on approval tasks before reviews are due.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 toolsTrack completed and missing fixes across proof revisions.
See which requested corrections appear in the latest proof, with findings beside your review notes and uncertain fixes called out.
8 toolsFlag 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.
12 toolsPost 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.
12 toolsLink 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.
13 tools
