AI-Agents for Client Services in Approvals in Consumer Packaged Goods working with ClickUp
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Email the current client proof to its reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
17 toolsFlag client proof access problems on review tasks before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
11 toolsRecord reviewer requests on the card used for campaign delivery.
Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.
Keep client proof decisions visible with the version reviewed.
Your proof tasks show who decided, which file version they reviewed, and who takes the next step.
9 tools