AI-Agents for Project Management in Request Intake

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Find Cross-Office Meeting Times

Find project meeting times that fit every office's workday.

Get meeting times that work across your offices' time zones. Share each option with local hours and a booking link.

Works with5 tools
Flag Undated Review Cards

Flag undated review cards when teammates share them in chat.

Your team sees a missing-deadline note on the card when a review request links to an undated card in chat.

Works with12 tools
Assign Proof Signoffs

Turn meeting proof signoffs into assigned tasks with due dates.

Your reviewers get a clear task for the proof decision, with the link and due date from the meeting action item.

Works with9 tools
Send Missing Date Reminders

Send each owner links to review cards missing due dates before handoff.

Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.

Works with10 tools
Check Review Proofs

Make missing proof details visible on review tasks.

Your team gets a clear review packet on the task, or a visible note about what the proof still needs before a reviewer can act.

Works with
Published by Creative Review Essentials
Convert HTML Files to PDF

Put checked PDFs on the tasks that hold their HTML drafts.

Your reviewer finds the checked PDF beside the HTML draft on the task, or a note explaining what needs fixing.

Works with5 tools
Flag Missing Review Dates

Flag review tasks that reach ready status without a due date.

Spot missing review deadlines before you ask for feedback, with a visible flag on ready cards that need a date.

Works with8 tools
Flag Missing Review Questions

Show which review handoffs need a clear question from the requester.

Your ready reviews show which decision questions are missing, with the source request linked so your coordinator knows where to look.

Works with
Flag Undated Review Cards

Ask card owners to set missing review dates before the next handoff.

Your card owner sees a missing review deadline on the campaign card before anyone asks the reviewer to weigh in.

Works with8 tools
Published by Campaigns Essentials
Prepare Intake Approvals

Turn complete project requests into approvals with clear deadlines.

Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.

Works with11 tools
Published by Approvals Essentials
Prepare Proof Approvals

Assign each submitted proof to a reviewer with a decision deadline.

Your reviewers get a clear approval task on the submitted proof, with the decision to make and the date you requested.

Works with7 tools
Flag Missing Review Dates

Flag older review cards without deadlines for owner follow-up.

Your Friday review queue shows which cards still need deadlines, with a label and note to help owners follow up.

Works with6 tools
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