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Reopen Delivery Reviews

Check revised deliverables and open a new client review

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Reopen review for a revised client deliverable
Reads
  • delivery approval task
    delivery approval task

    Your current task and its earlier reviewed version show what changed since approval.

  • earlier client sign-off
    earlier client sign-off

    Your earlier client sign-off shows which version the client previously approved.

  • linked client deliverable
    linked client deliverable

    Your linked file supplies the current version and terms for comparison.

  • client reviewer list
    client reviewer list

    Your reviewer list shows who can review changes to the client deliverable.

  • linked deliverable path
    linked deliverable path

    Your deliverable path connects the changed task to the correct client file.

  • handoff hold status
    handoff hold status

    Your chosen status keeps the handoff waiting while the client reviews the change.

Task management tool
Task management tool

Your task management tool holds delivery approvals, earlier decisions, and pending reviews.

Task management tool
File storage tool
File storage tool

Your file storage tool provides the revised file, its current version, and a stable link.

File storage tool
Is the reviewed version or earlier client sign-off missing?YesNo
Flag the task for manual reconciliation
Writes
  • manual reconciliation flag
    manual reconciliation flag

    Your task shows that someone must find the earlier reviewed version or sign-off.

Has the delivery approval task changed again?YesNo
Reread the task and stop before opening an outdated review
Is the required client reviewer unclear?YesNo
Hold the handoff and ask the delivery manager to choose a reviewer
Writes
  • held handoff
    held handoff

    Your task stays pending so the handoff waits for a fresh decision.

  • reviewer choice request
    reviewer choice request

    Your delivery manager receives a request to name an authorized client reviewer.

Open a linked review for the changed task and hold the handoff
Writes
  • change summary
    change summary

    Your new review shows the changed facts and links to both task versions.

  • linked pending review
    linked pending review

    Your delivery manager sees a pending decision linked to the earlier client sign-off.

  • held handoff
    held handoff

    Your task stays pending so the handoff waits for a fresh decision.

This Agent checks a reviewed delivery task when it points to a replacement file. It compares the change with earlier sign-off and opens a linked review. Your delivery manager sees the pending decision while handoff stays on hold.

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Airtable
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monday.com
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Asana
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Made for your industry

Reopen Delivery Reviews is made for businesses in these industries.

Made for your role

Reopen Delivery Reviews is made for people in these roles.

Made for your department

Reopen Delivery Reviews is made for people in these departments.

How Reopen Delivery Reviews works

4 steps, in order, on every run.

  1. Read the changed delivery taskRead the current task and its earlier reviewed version. Stop for manual reconciliation if the reviewed version is missing.
  2. Check the earlier decisionFollow the linked deliverable path and check its status and earlier sign-off. Flag missing sign-off for manual reconciliation.
  3. Compare the review termsCompare the changed deliverable with the earlier decision. Apply your reviewer list to identify who needs another review.
  4. Open a pending reviewOpen a review for the required delivery manager and link the earlier decision. Hold the handoff pending their review.

How to Get Started

Connect your tools

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

7 tools
Set your rules
  • Connect the reviewed delivery approval task location and identify the linked earlier review or decision field.
  • Enter the client reviewer list and linked deliverable path, authorized client delivery manager names, and the status that holds handoff pending review.
  • Limit access to the delivery approval task and review destination to the responsible team.
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 Reopen Delivery Reviews:

What do I need to set up?

You provide the client reviewer list, deliverable path, and authorized delivery managers. You also identify the earlier decision and the status that holds handoff.

Does the Agent make the approval decision?

No. Your delivery manager reviews the changed facts and makes the decision. The Agent opens a linked pending review and holds handoff.

What happens if the earlier review or reviewer is missing?

Your delivery manager handles missing sign-off through manual reconciliation, without a fresh approval. If reviewer authority is unclear, they choose an authorized reviewer. Handoff stays held.

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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