AI-Agents for Project Management

Project Management teams use Agents to track decisions across changing work.

Create Project Folders

Set up project folders and flag gaps in handoff details.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Recheck Proof Access

Keep review cards current on proof access through their due dates.

Your review cards show whether a reviewer's proof grant lasts through the deadline, so you can spot access problems before a decision is due.

Works with7 tools
Assign Asset Revisions

Assign linked revision tasks to asset creators after review.

Creators get a linked revision task with review feedback, so your campaign lead can keep work moving without chasing handoffs.

Works with10 tools
Published by Campaigns Essentials
Backfill Proof Send History

Show which proof revision was sent to each reviewer.

Your coordinator can trace the revision recorded for a proof send, even when its send history was missed.

Works with5 tools
Check Asset Review Requests

Show existing review requests on the matching asset row.

Your asset row shows whether the current file version already has a review request, so your team can avoid asking twice.

Works with5 tools
Published by Campaigns Essentials
Check Proof Cards

Mark missing reviewer or due date on proof cards before handoff.

Your proof cards show what reviewers need before brand review. Your team sees the current proof and any details still missing.

Works with6 tools
Published by Creative Review Essentials
Check Proof Review Packets

Show which upcoming proof reviews still need details.

See which proof reviews are ready for your creative team, with missing files or decision details called out before deadlines.

Works with6 tools
Create Project Folders

Set up project workspaces from kickoff packets and flag gaps.

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
Create Proof Fix Subtasks

Assign proof corrections as subtasks under the reviewed project item.

Your maker gets clear fix subtasks tied to the proof the reviewer saw, so the next round starts with the right version.

Works with5 tools
Published by Creative Review Essentials
Flag Late Asset Reviews

Surface asset reviews dated after the project launch handoff.

See which asset review deadlines fall after your launch handoff, with a conflict note on the review row for the owner.

Works with
Published by Campaigns Essentials
Flag Late Asset Reviews

Refresh review deadline risk flags when the launch handoff moves.

See which open asset reviews run past your launch handoff, with risk flags updated on your campaign board when the date moves.

Works with6 tools
Flag Reviewer Gaps

Surface review assignment gaps on ready assets and notify owners.

Your board highlights ready assets missing reviewers, and their owners get a direct link to make the assignment before review stalls.

Works with5 tools
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