AI-Agents for Project Management in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep project rosters aligned with approved channel membership.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.
10 toolsRecord 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.
15 toolsMessage 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.
12 toolsRemove listed team members from a closed project's private channel.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
9 toolsUpdate campaign review cards with the latest draft link.
Your campaign team finds the current draft on its review card, with a version note to make the handoff clear.
10 toolsTie review requests to checked file revisions in the task.
Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.
13 toolsAssign 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.
10 toolsMark 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.
6 toolsShow 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.
6 toolsMerge project PDFs and link the packet on its task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsKeep rejected assets tied to assigned revision work.
Your campaign team gets a tracked revision assignment when a reviewer requests changes. The creator sees what needs work.
7 toolsCreate a dated proof review task under the campaign item.
Your reviewers get a dated task for the current proof, with the decision they need to make before launch.
5 tools
