AI-Agents for Handoffs in Advertising and Marketing working with ClickUp

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Extract Data for Review

Gather campaign data into a review sheet and flag gaps.

Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.

Works with18 tools
Send Current Proof

Email the current campaign proof and log the revision sent.

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with19 tools
Published by Creative Review Essentials
Flag Duplicate Files

Mark duplicate campaign files before a client handoff.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Draft Introduction Replies

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.

Works with24 tools
Send Out-of-Office Replies

Tell campaign clients who covers their account during an absence.

Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.

Works with10 tools
Send Proof Packets

Send campaign proofs to reviewers with the decision and deadline.

Your reviewer gets the proof and decision details together in email after your coordinator asks for a review in chat.

Works with16 tools
Capture Proof Fixes

Turn campaign proof replies into card checklists for creative revisions.

Your maker gets a clear fix list on the matching card, tied to the marked proof from the reviewer's email.

Works with14 tools
Published by Creative Review Essentials
Create Revision Subtasks

Turn emailed campaign feedback into linked revision subtasks.

Your campaign team gets a revision subtask from reviewer email, linked to the asset task and carrying the requested edits.

Works with14 tools
Published by Campaigns Essentials
Draft Video Production Brief

Turn approved campaign concepts into video briefs for producers.

Your producer gets a video production brief with a timed sequence and the decisions still needed to plan the shoot.

Works with26 tools
Attach Campaign Drafts

Put client campaign drafts on review tasks for timely feedback.

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Assign Campaign Revisions

Turn reviewer emails into campaign revision tasks.

Your campaign creators get revision tasks linked to reviewer emails, so you can follow up on changes without chasing handoffs.

Works with10 tools
Published by Campaigns Essentials
Send Proof Packets

Email campaign proofs to reviewers with a decision deadline.

Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.

Works with16 tools
Published by Creative Review Essentials
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