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Prepare Proof Approvals
Turn proof form submissions into reviewer assignments
Use this Agent instantly or customize it - no programming needed
- Proof form submissionProof form submission
Your submitted form starts the run and identifies the row to update.
- Current proofCurrent proof
Your submitter provides one current attachment or link for the reviewer to consider.
- ReviewerReviewer
Your submitter names the person who should decide whether to approve the proof.
- Decision questionDecision question
Your submitter states the specific approval decision the reviewer needs to make.
- Requested review dateRequested review date
Your submitter chooses when the reviewer should make the decision.
- Approval task settingsApproval task settings
Your chosen fields and pending approval status determine how the Agent completes the row.
Your proof intake base receives proof forms and holds each approval task on its submitted row.
- Needs clarification statusNeeds clarification status
Your submitted row shows Needs clarification when the request cannot become a complete assignment.
- Clarification noteClarification note
Your row note asks the submitter to identify one proof or lists the missing form details.
- Needs clarification statusNeeds clarification status
Your submitted row shows Needs clarification when the request cannot become a complete assignment.
- Clarification noteClarification note
Your row note asks the submitter to identify one proof or lists the missing form details.
- Pending approval taskPending approval task
Your submitted row shows one proof, the assigned reviewer, a decision question, and a due date.
This Agent picks up new proof forms. It checks for one proof and complete review details. Then it prepares the reviewer's task on the same row.
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AirtableUsed as:
- Proof intake base
Airtable receives proof forms and holds each approval task on its submitted row.
AsanaUsed as:
- Proof intake base
Asana receives proof forms and holds each approval task on its submitted row.
ClickUpUsed as:
- Proof intake base
ClickUp receives proof forms and holds each approval task on its submitted row.
PodioUsed as:
- Proof intake base
Podio receives proof forms and holds each approval task on its submitted row.
PipefyUsed as:
- Proof intake base
Pipefy receives proof forms and holds each approval task on its submitted row.
TeamworkUsed as:
- Proof intake base
Teamwork receives proof forms and holds each approval task on its submitted row.
KintoneUsed as:
- Proof intake base
Kintone receives proof forms and holds each approval task on its submitted row.
Made for your industry
Prepare Proof Approvals is made for businesses in these industries.
- Advertising and Marketing
Turn campaign proof forms into assigned creative approvals.
Show all Agents for the Advertising and Marketing industry - Graphic Design
Prepare client design proofs for review with a clear decision.
Show all Agents for the Graphic Design industry - Publishing
Turn publication proof submissions into pending review assignments.
Show all Agents for the Publishing industry - Printing
Assign print proofs for approval with the requested due date.
Show all Agents for the Printing industry
Made for your role
Prepare Proof Approvals is made for people in these roles.
- Creative Operations Coordinator
Turn incoming proofs into complete reviewer assignments.
Show all Agents for the Creative Operations Coordinator role - Project Coordinator
Assign submitted proofs to reviewers with a decision and due date.
Show all Agents for the Project Coordinator role - Art Director
Put each submitted creative proof on your approval list.
Show all Agents for the Art Director role - Brand Manager
Prepare campaign proofs for your brand approval decision.
Show all Agents for the Brand Manager role - Print Production Coordinator
Prepare each submitted print proof for a review decision.
Show all Agents for the Print Production Coordinator role
Made for your department
Prepare Proof Approvals is made for people in these departments.
- Marketing
Prepare campaign proofs for the assigned reviewer's decision.
Show all Agents for the Marketing department - Editorial
Prepare publication proofs as pending reviewer assignments.
Show all Agents for the Editorial department - Creative
Put each submitted design proof on the reviewer's approval list.
Show all Agents for the Creative department - Creative Operations
Turn incoming proof forms into complete approval assignments.
Show all Agents for the Creative Operations department - Production
Set submitted print proofs up for approval by the due date.
Show all Agents for the Production department - Project Management
Assign each submitted proof to a reviewer with a decision deadline.
Show all Agents for the Project Management department
How Prepare Proof Approvals works
3 steps, in order, on every run.
-
Check the proof requestConfirm the form names one current proof and a clear approval question. Check the reviewer and requested due date.
-
Flag incomplete requestsMark the row Needs clarification when the proof or review details are incomplete. Note what the submitter needs to fix.
-
Complete the approval taskSet complete rows to Pending approval with the reviewer and due date. Keep the current proof and approval question on that row.
How to Get Started
Connect the tools you already use, such as Airtable, Asana or ClickUp.
7 tools
- Choose the proof submission form and its table, with fields for the current proof, reviewer, decision question, and requested review date.
- Choose the approval status, reviewer assignment, and due date fields on the submitted row.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Prepare Proof Approvals:
Your reviewer finds the approval task on the submitted row in your proof intake base. Give reviewers access to that base.
Your team sees Needs clarification on the row. A note asks the submitter to identify one current proof or supply missing review details.
You choose the proof form and its table. You also choose the fields for reviewer assignment, due date, and approval status.
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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