AI-Agents for Request Intake working with Asana

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

Draft Business Proposal

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Send Asset Review Requests

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Send Proposal Packets

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools
Match Feedback to Draft

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with12 tools
Published by Campaigns Essentials
Create Revision Subtasks

Your campaign team gets a revision subtask from reviewer email, linked to the asset task and carrying the requested edits.

Works with14 tools
Published by Campaigns Essentials
Draft Video Production Brief

Get an editable video brief that keeps your client's requests separate from a past example and shows what still needs an answer before production starts.

Works with14 tools
Attach Campaign Drafts

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Prepare Campaign Approvals

Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.

Works with12 tools
Published by Campaigns Essentials
Return Incomplete Contract Requests

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools
Assign Campaign Revisions

Your campaign creators get revision tasks linked to reviewer emails, so you can follow up on changes without chasing handoffs.

Works with10 tools
Published by Campaigns Essentials
Clean Lead Submissions

Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.

Works with7 tools
Refresh Campaign Drafts

Your reviewers get the latest campaign draft on their approval task and a chat link to inspect it.

Works with15 tools
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