FEATURES

Everything your team needs to keep deals moving.

Unify keeps contracts, creators, dates, files, invoices, and messages in one place so the work is easier to follow.

01 · INTAKE

Turn contracts into project drafts.

Upload a contract and Unify pulls out the basics: brand, creator, fee, deliverables, dates, payment terms, and exclusivity. Your team reviews the draft before anything is created.

  • Less manual entry
    Key details are filled in for you, then checked by your team.
  • Review before saving
    Nothing becomes a project until a manager confirms it.
  • Recurring deals supported
    Monthly partnerships can become a full schedule without rebuilding each month.
  • Currencies included
    USD, CAD, EUR, and GBP stay attached to the project.
  • Exclusivity captured
    Categories, competitors, and time windows are easier to find later.
LumenBeauty_Q2.pdf
Parsed in 8s
AI
BrandLumen Beauty Co.
Creator@mayatchen
Total fee$24,500 USD
PaymentNET 30
Posts3 × Reel (Jan / Feb / Mar)
ExclusivityBeauty, 30d ± post
Lumen Beauty Q2 contract → project draft in 8 seconds.
02 · DELIVERABLES

Manage every deliverable in one project.

Some deals are one post. Others are three videos, a story set, or a year of monthly work. Unify lets each deliverable have its own fee, date, platform, and status.

  • Dates per deliverable
    Track concept, draft, live, invoice, and payment dates separately.
  • Monthly work made simple
    Set the first month, then review the full schedule before saving.
  • Platform and content type
    Each deliverable can list where it goes and what format it is.
  • Payment timing stays clear
    Payment dates stay tied to the deliverable they belong to.
May 2026
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Three reels, twelve months, one project.
03 · TIMING

See every important date in one place.

The calendar gives managers one place to check concepts, drafts, live dates, invoices, payments, and creator deadlines across the whole roster.

  • Easy rescheduling
    Move dates when plans change and keep the project aligned.
  • Exclusivity reminders
    Spot possible conflicts before a campaign gets too far along.
  • Filter to what matters
    Look by creator, brand, event type, or manager.
  • The right view for each role
    Admins, managers, and creators only see the calendar that fits their work.
  • Open the source
    Jump from a date back to the project, folder, or invoice.
May 2026
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May 2026 — danger days tinted, payments live.
04 · MONEY

Create invoices from the project.

Build invoices from project details instead of starting from scratch. Line items, dates, currency, terms, and payment instructions stay connected to the deal.

  • Invoice numbers handled
    Keep invoice numbers consistent without another spreadsheet.
  • Agency cuts included
    Break out the creator payout and agency portion clearly.
  • Reimbursements supported
    Add travel, props, equipment, or other expenses as line items.
  • Clear statuses
    Draft, sent, open, overdue, and paid are easy to track.
  • Branded PDFs
    Send invoices with your logo, terms, and payment instructions.
  • Multi-currency tracking
    See what is open across USD, CAD, EUR, and GBP.
Invoice INV-1042
Issued May 12, 2026 · Due Jun 11, 2026
Paid
Reel #1 — Lumen Beauty (Maya Chen)$8,500.00
Reel #2 — Lumen Beauty (Maya Chen)$8,500.00
Reel #3 — Lumen Beauty (Maya Chen)$7,500.00
Subtotal$24,500.00
Agency cut (20%)$4,900.00
Total$24,500.00 USD
INV-1042 — three reels, agency cut broken out, paid.
05 · ASSETS

Keep project files organized automatically.

When a project is set up, Unify creates the Drive folder, brief folder, concept doc, draft folder, and analytics folder so everyone knows where the work belongs.

  • Folders created for you
    Project folders follow the same structure every time.
  • Creator access stays focused
    Creators get access to their project folder, not everything else.
  • No extra creator setup
    Creators do not need to connect Google before folders can be shared.
  • Concept doc included
    Each project gets a starter doc in the Concept folder.
  • Links saved to the project
    Folder and doc links stay attached so your team can reopen them quickly.
My Roster · 14 creators
Pending deals
9
This week
23
Overdue
2
@mayatchen · 482k3 active
@jordanlee · 218k2 active
@studio.kai · 91k1 active
Folder tree created the moment a deal lands.
06 · OPERATIONS

Keep brand emails tied to the work.

Bring brand emails into the same place as the project. Managers can review the thread, draft a reply, and keep the conversation connected to the deal.

  • Gmail + Zoho Mail
    Connect the inbox your team already uses.
  • Full conversations
    Read the thread instead of hunting for scattered messages.
  • Draft help
    Use project context to start a reply faster.
  • Drafts and folders
    Save work in progress and keep messages organized.
  • Less noise
    Keep the view focused on the messages that matter to deals.
Agency Pulse · YTD
GMV signed
$2.84M
Top mgr
S. Park
Active deals
187
Lumen Beauty$24.5K
Halo Co.$18.0K
Atlas Mgmt$12.2K
AI reply grounded in the active project.
WORKS WITH YOUR STACK

Plug into what you already use.

Eight production integrations out of the box. No middleware, no Zapier tax.

Built-in

Supabase

Keeps workspace data, login, and permissions organized.

API

Google Drive

Creates project folders and shares only what each creator needs.

OAuth

Gmail

Bring deal emails into the workspace without losing the thread.

OAuth

Zoho Mail

Use the same inbox workflow for teams on Zoho.

OAuth

Instagram

Connect creator profiles and keep basic stats close to the roster.

OAuth

TikTok

Keep TikTok profile details visible with the rest of the creator record.

API

YouTube

Add channel details by handle when YouTube is part of the pitch.

OAuth

Facebook

Include Facebook pages when they matter for a creator or campaign.

Next step

Book a demo.

See how UnifyOS fits your team.