AI-Agents for Request Intake working with Podio

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

Check Proof Review Packets

See which proof reviews are ready for your creative team, with missing files or decision details called out before deadlines.

Works with6 tools
Create Proof Fix Subtasks

Your maker gets clear fix subtasks tied to the proof the reviewer saw, so the next round starts with the right version.

Works with5 tools
Published by Creative Review Essentials
Open Asset Revision Rows

Your campaign team gets a tracked revision assignment when a reviewer requests changes. The creator sees what needs work.

Works with7 tools
Published by Campaigns Essentials
Open Revision Subtasks

Your campaign team gets a clear revision task when a reviewer requests changes, with the feedback and current asset linked for the creator.

Works with9 tools
Published by Campaigns Essentials
Prepare Proof Approval Tasks

Your reviewers get a clear task for the current proof. They know what decision to make and when it is due.

Works with6 tools
Published by Creative Review Essentials
Route Proposal Reviews

Your reviewer gets a request for a decision, while the proposal item shows which file went out and when.

Works with4 tools
Send Review Requests

Your reviewers get the asset and instructions in chat, and you get confirmation once their request goes through.

Works with6 tools
Enter Prospecting Leads

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Populate Outreach Campaign

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools
Assign Missing I-9 Tasks

Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.

Works with17 tools
Log Lead Ad Responses

Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.

Works with9 tools
Draft Client Proposals

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools
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