- AI-Agent
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Prepare Campaign Approvals
Turn campaign launch emails into reviewer tasks with creative files
Use this Agent instantly or customize it - no programming needed
- campaign launch emailcampaign launch email
Your labeled email gives the campaign name, proposed launch date, requested decision, and sender.
- creative filecreative file
Your email attachment gives the reviewer the creative file to inspect before deciding.
- request requirementsrequest requirements
You choose which campaign details and attachment every launch request must include.
- approval settingsapproval settings
You choose the approval project, reviewer, and how early the review is due.
Your email inbox supplies campaign requests and their creative files from the label you choose.
- missing request noticemissing request notice
Your coordinator receives the sender and missing details so they can complete the request.
- failed request noticefailed request notice
Your coordinator receives the failed request for manual follow-up when the file or assignment blocks approval.
- pending approval taskpending approval task
Your reviewer gets the requested decision, launch date, review due date, and creative file together.
Your project management tool holds each pending approval task with its reviewer and creative file.
This Agent waits for launch emails under the label you choose. It checks the request and creative file. Then it creates a pending approval task for your reviewer.
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GmailUsed as:
- Email inbox
Gmail supplies campaign requests and their creative files from the label you choose.
NotionUsed as:
- Project management tool
Notion holds each pending approval task with its reviewer and creative file.
Microsoft OutlookUsed as:
- Email inbox
Microsoft Outlook supplies campaign requests and their creative files from the label you choose.
AirtableUsed as:
- Project management tool
Airtable holds each pending approval task with its reviewer and creative file.
monday.comUsed as:
- Project management tool
monday.com holds each pending approval task with its reviewer and creative file.
AsanaUsed as:
- Project management tool
Asana holds each pending approval task with its reviewer and creative file.
ClickUpUsed as:
- Project management tool
ClickUp holds each pending approval task with its reviewer and creative file.
ZoomUsed as:
- Email inbox
Zoom supplies campaign requests and their creative files from the label you choose.
Microsoft Office 365Used as:
- Email inbox
Microsoft Office 365 supplies campaign requests and their creative files from the label you choose.
SmartsheetUsed as:
- Project management tool
Smartsheet holds each pending approval task with its reviewer and creative file.
BasecampUsed as:
- Project management tool
Basecamp holds each pending approval task with its reviewer and creative file.
Zoho MailUsed as:
- Email inbox
Zoho Mail supplies campaign requests and their creative files from the label you choose.
PodioUsed as:
- Project management tool
Podio holds each pending approval task with its reviewer and creative file.
ConnecteamUsed as:
- Project management tool
Connecteam holds each pending approval task with its reviewer and creative file.
PipefyUsed as:
- Project management tool
Pipefy holds each pending approval task with its reviewer and creative file.
FrontUsed as:
- Email inbox
Front supplies campaign requests and their creative files from the label you choose.
SuperchatUsed as:
- Email inbox
Superchat supplies campaign requests and their creative files from the label you choose.
Microsoft ExchangeUsed as:
- Email inbox
Microsoft Exchange supplies campaign requests and their creative files from the label you choose.
TeamworkUsed as:
- Project management tool
Teamwork holds each pending approval task with its reviewer and creative file.
KintoneUsed as:
- Project management tool
Kintone holds each pending approval task with its reviewer and creative file.
Made for your industry
Prepare Campaign Approvals is made for businesses in these industries.
- Advertising and Marketing
Prepare client campaign approval tasks with the launch creative attached.
Show all Agents for the Advertising and Marketing industry - Retail
Turn retail campaign requests into approval tasks before launch.
Show all Agents for the Retail industry - Consumer Packaged Goods
Put product campaign launch dates and creative in approval tasks.
Show all Agents for the Consumer Packaged Goods industry - Software
Prepare approval tasks for software launch campaigns with creative attached.
Show all Agents for the Software industry
Made for your role
Prepare Campaign Approvals is made for people in these roles.
- Creative Operations Coordinator
Attach emailed creative to the campaign approval task.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Put campaign launch requests in one task for reviewer approval.
Show all Agents for the Campaign Coordinator role - Campaign Manager
Give reviewers the launch date and creative in one approval task.
Show all Agents for the Campaign Manager role - Brand Manager
Send campaign creative for approval alongside the proposed launch date.
Show all Agents for the Brand Manager role - Marketing Operations Coordinator
Turn launch emails into review tasks with the creative attached.
Show all Agents for the Marketing Operations Coordinator role
How Prepare Campaign Approvals works
4 steps, in order, on every run.
-
Read the launch requestRead the new labeled email and download its creative file. Gather the proposed launch date and requested decision.
-
Check the requestCheck for the campaign name, launch date, requested decision, and creative file. Calculate the review due date from the proposed launch date.
-
Create the approval taskCreate a pending approval task in your chosen project with the requested decision and launch date. Assign it to your reviewer with a due date before launch.
-
Attach the creative fileAttach the emailed creative file to the approval task. Include the original email subject so your reviewer can trace the request.
How to Get Started
Connect the tools you already use, such as Gmail, Notion or Microsoft Outlook.
20 tools
- Choose the campaign approval email label and route incoming launch requests into it.
- Choose the approval project, marketing reviewer, and number of days before launch when the review is due.
- Require each email to state the campaign name, proposed launch date, decision requested, and a creative file attachment.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Prepare Campaign Approvals:
You choose a campaign approval label and route launch requests into it. The Agent handles new emails under that label.
You choose the approval project, reviewer, and days before launch during setup. The Agent uses those choices for the task.
You get a report naming the sender and missing items, so you can follow up. The Agent does not create a task for that request.
The coordinator gets a report of the failed request for manual follow-up.
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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