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Assign Proof Signoffs

Turn meeting signoffs into dated reviewer tasks

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Turn meeting proof signoffs into review tasks
Reads
  • Proof signoff action item
    Proof signoff action item

    Your action item links the proof and names the reviewer, decision question, and due date.

  • Meeting reference
    Meeting reference

    Your meeting reference connects the review task to the discussion.

  • Reviewer mapping
    Reviewer mapping

    Your reviewer mapping identifies the task user for each named reviewer.

Meeting action item tool
Meeting action item tool

Your meeting action item tool sends each new action item with its meeting reference.

Extract the proof details and match the reviewer
Is a signoff detail missing or the reviewer unmapped?YesNo
Return missing details to the coordinator
Writes
  • Missing signoff details
    Missing signoff details

    Your coordinator receives the missing details for clarification before a task can be assigned.

Create the reviewer's dated proof approval task
Writes
  • Proof approval task
    Proof approval task

    Your reviewer gets a dated task with the proof link, decision question, and meeting reference.

Review task tool
Review task tool

Your review task tool creates dated review tasks for the named reviewer and linked proof.

Review task tool

This Agent waits for proof signoffs in selected meeting action items. It checks the link, reviewer, question, and due date. Then it assigns a review task that points back to the meeting.

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Made for your industry

Assign Proof Signoffs is made for businesses in these industries.

Made for your role

Assign Proof Signoffs is made for people in these roles.

Made for your department

Assign Proof Signoffs is made for people in these departments.

How Assign Proof Signoffs works

3 steps, in order, on every run.

  1. Read Meeting SignoffsRead new action items from the meetings you choose. Find requests to approve a linked proof.
  2. Check Review DetailsExtract the proof link, decision question, reviewer, and due date. Return missing details or unmapped reviewers to the coordinator.
  3. Assign Approval TasksCreate a pending task for the mapped reviewer. Include the proof link, decision question, due date, and meeting reference.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or Asana.

9 tools
Set your rules
  • Choose which team meetings can send action items and the task list where proof approvals belong.
  • Provide the reviewer-name-to-task-user mapping and require action items to state one current proof link, a decision question, and a due date.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Assign Proof Signoffs:

Which meetings and task list can I use?

You choose which team meetings send action items and where proof approval tasks belong.

What should a signoff action item include?

Your team needs to name a reviewer and include a current proof link. Add the decision question and due date too.

What happens when a detail or reviewer match is missing?

Your coordinator gets the item back for clarification. You can add a task user for a reviewer who lacks a match.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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