Coastal morning

FOR GROWING CREATIVE AGENCIES

See where client work stands.
Across your agency.

Manage projects, creative files, and client approvals in one workspace. See team workload and the next handoff when multiple clients and teams are moving at once.

For founders and operations leads · Early access with personal onboarding

WHEN MORE CLIENTS MEAN MORE FOLLOW-UPS

Getting an update shouldn’t require a round of calls.

When assignments, creative files, and client decisions sit apart, a project manager has to piece together the answer. Bring that context into the work your team shares.

Who has capacity?

Look at assigned work and deadlines before the next project lands.

What needs attention?

Find overdue tasks and work waiting for a review or revision.

What can we deliver?

Check the creative and its approval state before the client handoff.

01 / KNOW WHERE WORK STANDS

Start with the agency.
Then look at the work.

Team workload

See who has room. And who needs a hand.

Spot overdue work and overloaded teammates before the next deadline. Open a person’s workload to see exactly what needs to move.

Sample workspaceWorkload

Workload

A clear view of team capacity and due work.

This week
3Overdue
2Unassigned
9In review
1Overloaded
Operational health89 / 100

Spot the pressure.
Keep delivery on track.

Team workload
Select a teammate to see their tasks
Assigned workStatusDue
Summer campaign — hero filmIn reviewSep 25
Launch carousel — final copyBlockedSep 24

Based on Draftroom dashboards · Sample names and data

Daily uploads

The day’s creative, all accounted for.

See what’s new, what’s a revision, and what’s ready for review. Follow each teammate’s output without chasing a status update.

Sample workspaceDaily uploads

Daily uploads

Everything uploaded, revised, and ready to review.

Sep 25
24 uploads today
9 new uploads 15 revisions
4In review
20Approved
Team activity
Select a teammate to explore their uploads

Based on Draftroom dashboards · Sample names and data

Client dashboards

Every client. A clear picture.

Track delivery across your client portfolio, then open a client to see their projects, review-ready files, and pending approvals.

Sample workspaceMy clients

My clients

Your client portfolio, deliverables, and next commitments.

Studio portfolio
3Clients
7Active projects
9Waiting for approval
1Needs attention
Clients
Open a client to explore their dashboard
NorthstarHealthy

3 active projects

42 / 48

88% delivered

Pending approvals
4
Changes requested
2
Next deadline
Sep 28
FormaNeeds attention

2 active projects

26 / 32

81% delivered

Pending approvals
3
Changes requested
3
Next deadline
Sep 26
EvergreenHealthy

2 active projects

18 / 20

90% delivered

Pending approvals
2
Changes requested
0
Next deadline
Sep 30

Based on Draftroom dashboards · Sample names and data

Interactive illustrations with sample data. Dashboard depth varies by plan. Compare plans.

02 / KEEP REVISIONS IN CONTEXT

Follow a deliverable through the handoffs.

A useful status has the work behind it: the owner, the current file, the requested changes, and the client’s decision. Explore a sample project from first assignment to delivery.

A PROJECT IN FOUR MOMENTS

One project. Nothing lost along the way.

Friday launchFORM Studio / Campaign
Sample project
Campaign briefBrief
CREATIVE BRIEF01

A little room.
A big launch.

Introduce the new collection with a three-slide carousel. Confident, spacious, unmistakably us.

DeliverableLaunch carousel · 3 slides
First draftThursday, 2 pm
Brand guidelines.pdf
M
Maya’s on it.

Assigned to Design

Ready to create
M
UP NEXT · MayaCreate the first draft

A clear brief. A named owner. Everything your team needs to start in one place.

An illustrative project, with sample people and content. Explore the actual product in your demo.

03 / MAKE CLIENT DECISIONS CLEAR

Know what the client reviewed.
And what needs to happen next.

Keep comments with the creative, add revisions in the same project, and make approval visible. Share selected work while keeping internal work separate.

Illustrative client review · Sample names and content

Shaped with our pilot teams

START WITH ONE PROJECT

Try the workflow with work you know.

Show us the work

Bring one client project and the tools you use to manage it today.

Check the fit

See the team and client experience, including who can view, comment, and approve.

Set up together

If Draftroom fits, get personal help setting up your first project before bringing more work over.

FAQ

Before you bring a project over

YOUR WORKFLOW, IN THE DEMO

Bring one client.
Follow one project.

A 15-minute founder-led walkthrough focused on workload, delivery, and client decisions.

Request a demo

Early access · Personal onboarding