AI-Agents for Document Review working with Podio by Creative Review Essentials
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
14 toolsYour approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.
6 toolsYour 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 toolsSee whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsYour maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.
12 toolsKeep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
7 toolsYour proof tasks show who decided, which file version they reviewed, and who takes the next step.
12 toolsYour original maker gets the rework task and sees why the reviewer rejected the proof, with the reason tied to the reviewed file.
8 tools
