AI-Agents for Task Tracking in Retail working with monday.com

Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.

Match Feedback to Draft

Link promotion feedback to the latest creative file for revision.

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

Turn emailed edits on promotional assets into linked 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
Prepare Campaign Approvals

Turn retail campaign requests into approval tasks before launch.

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
Assign Campaign Revisions

Turn promotion feedback emails into creator revision tasks.

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
Hand Off Escalated Cases

Send difficult shopper cases to specialists with the original request.

Your specialists get the customer's request and a clear next step, while former owners know who took over the case.

Works with26 tools
Route Asset Reviews

Send promotional assets for review with the current file link.

Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.

Works with15 tools
Published by Campaigns Essentials
Send Checked Proofs

Send promotion proofs for brand review after required checks pass.

Your reviewer sees the final proof only after your required checks are complete, with the chat request recorded on the task.

Works with14 tools
Flag Quote Mismatches

Flag quote mismatches before merchandise purchases are approved.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools
Request Direct Deposit Form

Prompt store employees to add missing deposit forms to payroll changes.

Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.

Works with18 tools
Attach Agreement Links

Link signed supplier agreements to matching stock purchase tasks.

Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.

Works with12 tools
Route Transfer Reviews

Hold changed store team transfers until the right manager reviews them.

Your People Ops coordinator gets a clear review of corrected transfer files while handoff waits for a decision.

Works with11 tools
Attach Signed Agreements

Attach signed merchandise supplier agreements to purchase tasks.

Your purchase task has the signed supplier agreement beside a completed signature step, ready for your team to move ahead.

Works with
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