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Prepare Intake Approvals
Convert complete intake tasks into approvals for the named reviewer
Use this Agent instantly or customize it - no programming needed
- New intake taskNew intake task
Your form submission starts the run and identifies the task to review.
- Approval rulesApproval rules
You choose the required evidence, reviewer authority, and decision deadline for this queue.
- Current requestCurrent request
Your task shows the requested decision, supporting attachments, and current status.
- Prior activityPrior activity
Your task history shows earlier follow-up and whether someone already created an approval.
Your work management tool holds intake tasks and shows their approval assignments and due dates.
- Intake issue noteIntake issue note
Your original task shows the exact issue a person needs to resolve before routing.
- Intake issue noteIntake issue note
Your original task shows the exact issue a person needs to resolve before routing.
- Intake issue noteIntake issue note
Your original task shows the exact issue a person needs to resolve before routing.
- Approval taskApproval task
Your reviewer sees one approval task with its evidence, assignment, and decision due date.
This Agent starts when a form creates an intake task. It checks the request and history before converting a complete task to an approval. Your named reviewer gets the evidence and due date on the task.
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NotionUsed as:
- Work management tool
Notion holds intake tasks and shows their approval assignments and due dates.
AirtableUsed as:
- Work management tool
Airtable holds intake tasks and shows their approval assignments and due dates.
TrelloUsed as:
- Work management tool
Trello holds intake tasks and shows their approval assignments and due dates.
monday.comUsed as:
- Work management tool
monday.com holds intake tasks and shows their approval assignments and due dates.
AsanaUsed as:
- Work management tool
Asana holds intake tasks and shows their approval assignments and due dates.
ClickUpUsed as:
- Work management tool
ClickUp holds intake tasks and shows their approval assignments and due dates.
SmartsheetUsed as:
- Work management tool
Smartsheet holds intake tasks and shows their approval assignments and due dates.
LinearUsed as:
- Work management tool
Linear holds intake tasks and shows their approval assignments and due dates.
BasecampUsed as:
- Work management tool
Basecamp holds intake tasks and shows their approval assignments and due dates.
PodioUsed as:
- Work management tool
Podio holds intake tasks and shows their approval assignments and due dates.
PipefyUsed as:
- Work management tool
Pipefy holds intake tasks and shows their approval assignments and due dates.
StreakUsed as:
- Work management tool
Streak holds intake tasks and shows their approval assignments and due dates.
TeamworkUsed as:
- Work management tool
Teamwork holds intake tasks and shows their approval assignments and due dates.
KintoneUsed as:
- Work management tool
Kintone holds intake tasks and shows their approval assignments and due dates.
Made for your industry
Prepare Intake Approvals is made for businesses in these industries.
- Construction
Prepare complete project change requests for approval.
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Turn complete agency requests into approvals with due dates.
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Route complete clinic operations requests to named reviewers.
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Route complete exception requests to authorized reviewers.
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Made for your role
Prepare Intake Approvals is made for people in these roles.
- Procurement Specialist
Prepare complete purchase requests for reviewer approval.
Show all Agents for the Procurement Specialist role - Project Coordinator
Route complete project requests to named reviewers.
Show all Agents for the Project Coordinator role - Finance Operations Manager
Route complete finance requests to the right approver.
Show all Agents for the Finance Operations Manager role - Compliance Program Manager
Send complete policy requests to authorized reviewers.
Show all Agents for the Compliance Program Manager role - Operations Coordinator
Turn complete requests into assigned approvals with due dates.
Show all Agents for the Operations Coordinator role
How Prepare Intake Approvals works
3 steps, in order, on every run.
-
Read the new requestRead the requested decision and supporting attachments. Check the task's history and current approval status.
-
Check the approval routeCheck required evidence and reviewer authority against your rules. Stop routing if anything is missing, conflicts, or changes. Note the exact gap on the original task.
-
Prepare the approvalConvert a complete task into an approval and assign the named reviewer. Set the decision due date from your rule, with the evidence on the task.
How to Get Started
Connect the tools you already use, such as Notion, Airtable or Trello.
15 tools
- Required form fields and approver map
- Due-date rule and comment-only access if needed
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Prepare Intake Approvals:
You choose the required form fields, approver map, and due-date rule. You can allow comment-only access if needed.
The Agent stops routing and records the exact gap on the original task. Your team can resolve it there.
No. Your authorized reviewer makes the decision. The Agent prepares the approval task and due date.
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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