Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Draw client giveaway winners using verified entries and published rules.
Get giveaway winners in your organizer chat, with valid chances counted from your entrant sheet and every pick recorded for review.
Send campaign draft review requests and log each handoff on the card.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
Hold campaign creative when its approval cites an older proof.
Catch stale proof approvals before release. Your coordinator sees both versions by email while the approval waits for a decision.
Prepare replies to prospective client introductions for agency owner review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Flag mismatched campaign proofs and send both versions to the coordinator.
Your coordinator gets both revision links in chat when the task and current proof differ, with the task held for a human choice.
Route campaign assets for review with verified file links.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
Flag access gaps in campaign proofs before due client reviews.
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.
Check reviewer access to campaign proofs before creative reviews begin.
See whether your reviewer has direct access to a proof before you ask for feedback, right in the conversation where you asked.
Check campaign proof links and flag missing review details in chat.
Your proof requests get a clear reply in the same conversation. Your team sees what is ready and what needs fixing.
Catch changes outside the brief in revised campaign proofs.
See whether the requested proof fix landed and what else changed, right in the review thread before you approve the revision.
Confirm campaign proofs match the latest stored version before review.
Know whether the proof you're about to share is current, with the latest stored version and a clear send or hold reply in your chat thread.
Record client service terms from contracts shared by account teams.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.