AI-Agents for Client Services in Document Review in Consumer Packaged Goods working with Podio

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Flag 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.

Record 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.