AI-Agents for Project Management in Handoffs working with monday.com

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

Send Current Proof

Email the current proof to its reviewer and record the version 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

Email folder owners the locations of matching project files.

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

Works with30 tools
Transcribe Meeting Recordings

Transcribe project meetings so coordinators can check remarks before minutes.

Turn a meeting recording into a transcript you can review, with speaker labels and unclear passages flagged before you write minutes.

Works with10 tools
Capture Proof Fixes

Tie review fixes to the current proof on the project card.

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
Send Client Welcome Email

Share project next steps with new clients once their folder link is ready.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools
Send Client Welcome Email

Send project clients their first steps once the agreement is signed.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Email Meeting Transcript

Email past project meeting transcripts to organizers reviewing decisions.

Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.

Works with6 tools
Email Meeting Transcripts

Send project meeting transcripts to hosts before they write minutes.

Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.

Works with10 tools
Send Proof Packets

Send the current project proof by email 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
Route Asset Reviews

Record each campaign review request on its task.

Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.

Works with15 tools
Published by Campaigns Essentials
Request Review Question

Message item owners when client reviews lack a decision question.

Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.

Works with12 tools
Send Review Deadlines

Show review deadlines that threaten the launch handoff.

See which open asset reviews are due after your launch handoff in a morning chat message, with dates and links ready for planning.

Works with16 tools
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