Review with your team, approve with your client — on one board.

The whole walk · five stops

From a pile of creative to a client's approval, on one board

Every review round runs the same five stops. The rest of this page walks them one at a time — what you do, what the team sees, what the client gets, and what happens to every note.

First: where is it?

Every walk on this site starts the same way — with the card you click and the page that opens.

Start here · Where you find it

Open the client's brand kit, then the Share Boards card

Boards belong to a client, so you start in their brand kit. On the kit's home page the card that reads “Collaborate · Share Boards” opens the boards page. New Share Board asks for a name and, if you want, a line about what it's for. Here's what's on the page.

The fall campaign for Bellhaven is made. Now it needs eyes.

Six pieces of creative, three people, one client who wants to see it Friday. Start a board, name it after the round, and put everything on it.

Step 1 · Tag it where it's made

One click puts any creative on the board — without moving it

The board icon sits next to every save button on the platform: in the asset library, on a campaign's ad concepts, on a design canvas, on a finished clip, even on a running ad. Click it, pick a board, done. The board holds a pointer to the creative, never a copy — so the same shot can sit on three boards, and every card still knows exactly where it was made.

Then the team looks at it together — and says so with a status.

Step 2 · Review together

Everyone sets a status, and the board keeps one live tally

Open the board and every card is there full-size. Each one carries a status — In Review, Needs Changes, Approved, Rejected — and the header adds them up as the team works, turning green when everything's in. Flip the same board to the pipeline view and drag a card between columns to set its status. Any card's Open source link jumps straight back to the project that made it.

Then the notes — and this is where a board beats an email thread.

Every comment lands on the frame it's about. Nobody has to describe where.

Step 3 · Pin the feedback

Feedback lands on the exact moment — not “around the 12-second mark”

Open any card and there's a real player. Pause on the frame that's wrong and the comment pins to that second; on a still, click the spot and a numbered pin drops. When a pin isn't specific enough, draw on it — circle the seam, arrow the logo. Every comment is a thread anyone can reply in, and a checkmark resolves it when it's handled. Clicking any note jumps the player straight to its frame.

Then the client gets a round.

Not the working board — a snapshot of the cards you marked for them, on a link, with their own place to say yes or not yet.

Step 4 · Share with the client

Send them a round. They approve on the same player. It lands back on the board.

Mark the cards the client should see, hit Share with Client, and a round goes out: a snapshot of those cards, a password-protected link, no account to create. They pin, draw and reply exactly the way your team does, then approve or request changes per card and submit. Their decisions land back on the board as statuses, your team gets one digest, and every decision is written down — who approved which version, and when.

Then every open note gets closed — by you, or by Claude.

Step 5 · Act on it

A pin is a work order — for your team, or for Claude

Two ways to close a note. The human way: Open source on the card drops you into the exact project, you make the change, tag the revision, and the tally ticks up. The other way: ask Claude to work the board. It reads every pinned note with its timecode or spot and what kind of creative it's on, makes the right fix, replies in the thread saying what it did, and posts the revision back as the next card.

And the revisions go out as round two.

Step 6 · Round two

The revision goes out as round two — and the board becomes the record

Publish the next round with the revised cards and the client approves what changed. The rollup goes green, and the board keeps the whole trail: who tagged what, who said what on which frame, which round approved which version. That's the paper trail for the invoice, and the reference for the next campaign.

• A board holds pointers, not copies. The same creative can sit on many boards, and removing it from one never touches the original.
• The client's link is password-protected and needs no account. They see only the cards you marked and the notes meant for them — your internal notes stay internal.
• Drawing on the frame works on stills today. The same brush on paused video frames is next.
• When Claude edits a layer on an editable video, the on-screen preview updates right away — the final downloadable video still re-renders.
• Statuses and the tally capture the decision. Holding a publish until everything is approved is on the roadmap, not built yet.

Name it after the round. Tag the creative. Send the link.