AI-Agents for Project Management working with ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Place Approved Assets

Link approved campaign files in the team's launch folder.

Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.

Works with8 tools
Published by Campaigns Essentials
Replace Proof Links

Record who saw the earlier proof when updating task links.

Your review tasks point to the latest proof, with a comment naming who saw the previous version so the next handoff stays clear.

Works with12 tools
Published by Creative Review Essentials
Update Proof Links

Keep the latest proof on its card for the assigned reviewer.

Your rework card points to the latest image or PDF proof, with the next reviewer clear when a shared file changes.

Works with9 tools
Published by Creative Review Essentials
File In-Person Meeting Notes

Keep project meeting decisions and action owners together.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Post Daily Review Summary

Flag overdue and blocked review cards in the daily launch briefing.

Your launch team gets a fresh briefing every workday. The shared document points to reviews due today, overdue, or blocked.

Works with11 tools
Recheck Drawing Reviews

Hold drawing handoffs while changed files await review.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Keep field handoffs on hold while revised drawings await review.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Review Proposal Revisions

Keep delivery on hold while revised proposals return for review.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools
Review Revised Client Drafts

Link changed deliverables to earlier decisions before handoff.

Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.

Works with9 tools
Review Revised Site Drawings

Queue a fresh review when revised drawings outdate field clearance.

Keep field work on hold when site drawings change, with an approval review that shows your coordinator what changed before work continues.

Works with10 tools
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
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