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Hold Proof Decisions

Flag proof decisions that may concern an older image or PDF

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Hold decisions tied to an older proof
Reads
  • Review task
    Review task

    Your review task identifies the proof and shows its current approval status.

  • Approval decision
    Approval decision

    Your decision includes the time the reviewer responded to the proof.

  • Task proof version
    Task proof version

    Your task names the proof version that the decision concerns.

  • Current proof file
    Current proof file

    Your image or PDF has a current revision and a link to the file.

  • Reviewer
    Reviewer

    Your reviewer is the person who needs to confirm a decision about an older proof.

  • Maker
    Maker

    Your maker is the person responsible for the proof under review.

  • Review due date
    Review due date

    Your due date shows when the proof review needs attention.

  • Proof access
    Proof access

    Your project access shows whether the review team can open the proof.

Project management tool
Project management tool

Your project management tool holds the review task and the comment asking the reviewer to confirm a decision.

Project management tool
File storage service
File storage service

Your file storage service shows the current proof revision, its link, and who can open it.

File storage service
Is proof access or a needed review detail missing?YesNo
Ask the coordinator on the existing task
Writes
  • Review detail request
    Review detail request

    Your coordinator sees a request on the existing task for the missing review detail.

Does the decision name the current proof version?YesNo
Leave the review task unchanged
Comment on the version mismatch and ask the reviewer to confirm
Writes
  • Proof mismatch comment
    Proof mismatch comment

    Your task warns that the decision may concern an older proof and asks the reviewer to confirm.

This Agent waits for a proof decision after the linked file changes. It compares the task's proof version with the current file. It comments on a mismatch and asks your reviewer to confirm.

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Made for your industry

Hold Proof Decisions is made for businesses in these industries.

Made for your role

Hold Proof Decisions is made for people in these roles.

How Hold Proof Decisions works

3 steps, in order, on every run.

  1. Read the review taskRead the decision time and proof version from the task. Find the named reviewer for the handoff.
  2. Compare proof versionsCompare the task's proof version with the current image or PDF revision. Identify any mismatch before the reviewer confirms.
  3. Flag the mismatchComment on the task when the versions differ. Ask the reviewer to confirm the decision, leaving the approval with them.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Notion or Airtable.

18 tools
Set your rules
  • Choose the creative project or task list, identify the review status, and map the maker and reviewer fields.
  • Specify where the current image or PDF version and due date are recorded.
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 Hold Proof Decisions:

What do I need to set up?

Choose your creative project and review status. Provide a stable item ID and current proof link. Name the maker and reviewer on the task.

Will this Agent make the approval decision?

No. Your reviewer makes the creative decision. When proof versions differ, the Agent comments on the task and asks them to confirm.

What happens when review details are missing?

The Agent asks your coordinator on the existing task when the maker, reviewer, or due date is missing. Your coordinator can fill the gap before routing.

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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