Keep briefs, revisions and approval connected.
Collect briefs and budgets, route reviews, then track production follow-up and client file exchange.
Close the gaps between teams.
Briefs change across conversations, feedback loses its document context, and production receives decisions without the information it needs.
For teamsMarketing, agency operations and account managers
Processes you can configure
- Campaign brief and budget approvals
- Proposal and creative-material reviews
- Post-approval production handovers
Connect the decision to what happens next.
An example process you can configure. Active steps follow the published workflow design.
- Submit the brief and materials
- Route to the right reviewers
- Resolve controlled revisions
- Assign production follow-up
- Share outcomes with scoped access
Who takes the next step?
Use requests and revision routes for internal decisions. Share files for private review, then configure production or administration tasks after approval.
An outcome you can trace
Trace the reviewed brief, revision notes, decision and follow-through owner.
Launch campaign approval
An account lead submits a PPTX proposal and images for internal review before client delivery.
This example uses illustrative data. Templates are a starting point; configure follow-up tasks and SLAs for your needs.
Information to start the review
- Campaign
- Atlas Launch
- Materials
- Proposal & key visual
- Stage
- Internal review
Example attachment: campaign-proposal.pdf
Build around your process.
Start with the right information, establish authority, then choose how to handle documents and follow-through.