AI-Agents for Project Management in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
24 toolsSend 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.
24 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 toolsPut a reviewer's missing question on the issue for its owner.
Your issue owner sees the reviewer's blocker on a ready issue when the decision question is missing.
12 toolsLink review requests to tasks so proof handoffs stay trackable.
Your reviewers get the proof and a clear question in chat, with an assigned task to track the deadline and delivered request.
8 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 toolsAttach current project files to approval packets for review.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 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 tools
