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Open Approval Review
Compare changed work requests and route a fresh decision
Use this Agent instantly or customize it - no programming needed
- Work request changeWork request change
Your task change identifies the approved request to inspect.
- Current work requestCurrent work request
Your changed request provides its current scope, deadline, estimate, work type, and status.
- Earlier approvalEarlier approval
Your earlier approval shows the signed-off terms and who approved them.
- Approval rulesApproval rules
Your rules sheet shows the current limit and required reviewers for this change.
Your work management tool holds work requests, earlier approvals, and reviews that pause changed work.
monday.com holds the current approval limits and reviewers for each work type.
- Work request holdWork request hold
Your request shows that renewed approval is pending before work resumes.
- Approval issue noteApproval issue note
Your request explains which earlier approval or rule the operations lead must resolve.
- Work request holdWork request hold
Your request shows that renewed approval is pending before work resumes.
- Review linkReview link
Your request links its pending review as a dependency.
- Work request holdWork request hold
Your request shows that renewed approval is pending before work resumes.
- Approval issue noteApproval issue note
Your request explains which earlier approval or rule the operations lead must resolve.
- Approval review taskApproval review task
Your review shows changed terms, approval limits, required reviewers, and links to both tasks.
- Work request holdWork request hold
Your request shows that renewed approval is pending before work resumes.
- Review linkReview link
Your request links its pending review as a dependency.
This Agent starts when a signed-off work request changes. It checks the prior decision and your approval rules. It opens a linked review and marks the request as awaiting approval.
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AirtableUsed as:
- Work management tool
Airtable holds work requests, earlier approvals, and reviews that pause changed work.
monday.comUsed as:
- Work management tool
monday.com holds work requests, earlier approvals, and reviews that pause changed work.
- Spreadsheet tool
monday.com holds the current approval limits and reviewers for each work type.
AsanaUsed as:
- Work management tool
Asana holds work requests, earlier approvals, and reviews that pause changed work.
ClickUpUsed as:
- Work management tool
ClickUp holds work requests, earlier approvals, and reviews that pause changed work.
TodoistUsed as:
- Work management tool
Todoist holds work requests, earlier approvals, and reviews that pause changed work.
PodioUsed as:
- Work management tool
Podio holds work requests, earlier approvals, and reviews that pause changed work.
PipefyUsed as:
- Work management tool
Pipefy holds work requests, earlier approvals, and reviews that pause changed work.
TeamworkUsed as:
- Work management tool
Teamwork holds work requests, earlier approvals, and reviews that pause changed work.
KintoneUsed as:
- Work management tool
Kintone holds work requests, earlier approvals, and reviews that pause changed work.
Made for your industry
Open Approval Review is made for businesses in these industries.
- Advertising and Marketing
Open a review when approved campaign work changes scope or timing.
Show all Agents for the Advertising and Marketing industry - IT Services
Hold changed service work for review under current approval rules.
Show all Agents for the IT Services industry - Consulting
Compare changed client work with approved terms before opening a review.
Show all Agents for the Consulting industry - Construction
Open a new review when approved site work changes scope or deadline.
Show all Agents for the Construction industry - Property Management
Recheck approvals when property work changes after sign-off.
Show all Agents for the Property Management industry - Architecture and Engineering
Compare revised design work with its sign-off and open a review.
Show all Agents for the Architecture and Engineering industry
Made for your role
Open Approval Review is made for people in these roles.
- Project Coordinator
Place changed requests on hold and link their new review.
Show all Agents for the Project Coordinator role - Project Manager
Compare revised scope and deadlines with approved project terms.
Show all Agents for the Project Manager role - Operations Coordinator
Link the prior sign-off to a new review of changed requests.
Show all Agents for the Operations Coordinator role - Operations Manager
Open a fresh review with required reviewers before releasing changed work.
Show all Agents for the Operations Manager role
Made for your department
Open Approval Review is made for people in these departments.
- Project Management
Tie revised project work to its earlier approval and new review.
Show all Agents for the Project Management department - Operations
Route changed work requests to a new review before work resumes.
Show all Agents for the Operations department
How Open Approval Review works
4 steps, in order, on every run.
-
Compare the changed termsCompare the current scope and deadline with the linked sign-off. Reuse a pending review for the same terms, or stop if nothing changed.
-
Find the approval ruleRead your rules sheet for the work type and revised terms. Identify the approval limit and required reviewers.
-
Open a fresh reviewCreate a review task for the operations lead with old and new terms. Add the approval limit and required reviewers. Link the prior decision and original request.
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Hold the work requestMark the request as awaiting renewed approval. Add the review as a dependency and link it from the request.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Asana.
9 tools
- Choose the work request project and identify its scope, deadline, estimated cost, work type, approval status, and prior approval task link fields.
- Keep each approved decision task linked from its work request, with the approved scope, deadline, estimate, decision, and reviewer recorded on that task.
- Choose the approval rules sheet and its columns for work type, cost limit, deadline-change rule, required reviewers, and effective date.
- Choose the review project, the operations lead's account, and the request status that means work is waiting for renewed approval.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Open Approval Review:
Your request shows it awaits renewed approval. Your operations lead gets an explanation instead of an invented comparison.
You choose the approval rules sheet. If no current rule fits, your operations lead sees the unresolved rule on the waiting request before a review opens.
Your team sees the request waiting and linked to its review. You decide how they honor that signal; the dependency does not enforce a lock.
You get the existing pending review link on the request when it covers the same scope and deadline. The Agent does not open a duplicate.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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