• AI-Agent
  • Ready to Run

Prepare Proof Approval Tasks

Give reviewers the current proof and a clear decision question

Use this Agent instantly or customize it - no programming needed

Prepare a pending proof approval task
Reads
  • Pending approval task
    Pending approval task

    Your approval task enters Pending with a proof attached.

  • Attached proof
    Attached proof

    Your task holds the image or PDF that the reviewer will decide on.

  • Current proof
    Current proof

    Your current proof link identifies the latest version of the file.

  • Reviewer
    Reviewer

    Your named reviewer owns the decision on this proof.

  • Maker
    Maker

    Your named maker is the person responsible for the creative work.

  • Decision question
    Decision question

    Your task states what the reviewer needs to decide about this proof.

  • Due date
    Due date

    Your task gives the reviewer a deadline for the proof decision.

Approval tool
Approval tool

Your approval tool tracks pending proof approvals and lets you clarify the task before review.

Approval tool
Does the reviewed proof differ from the current file?YesNo
Add a version discrepancy note to the task.
Writes
  • Proof version discrepancy note
    Proof version discrepancy note

    Your task notes the version mismatch while keeping the current assignment.

Is the reviewer, maker, or due date missing?YesNo
Ask the coordinator for the missing details on the task.
Writes
  • Clarification comment
    Clarification comment

    Your coordinator sees a question on the task about the missing person or date.

Update the task summary with the exact proof and question.
Writes
  • Approval task summary
    Approval task summary

    Your reviewer’s task names one current proof, the decision question, and the due date.

This Agent starts when a proof approval task becomes pending. It checks the proof version and reviewer. It updates the task with the exact proof, question, and due date.

Modify Agent

Customize this Agent to fit your needs using natural language.

Start Agent for Free

Enter your email address and we will send you a secure link to continue.

Notion
Used as:
Show all Agents working with Notion
Airtable
Used as:
Show all Agents working with Airtable
monday.com
Used as:
Show all Agents working with monday.com
Smartsheet
Used as:
Show all Agents working with Smartsheet
Podio
Used as:
Show all Agents working with Podio
Pipefy
Used as:
Show all Agents working with Pipefy
Kintone
Used as:
Show all Agents working with Kintone

Made for your industry

Prepare Proof Approval Tasks is made for businesses in these industries.

Made for your role

Prepare Proof Approval Tasks is made for people in these roles.

How Prepare Proof Approval Tasks works

3 steps, in order, on every run.

  1. Read the pending approval taskRead the approval task when it becomes pending. Find its attached image or PDF proof.
  2. Check the proof handoffConfirm the current file matches the reviewed version. Check that the reviewer and due date are present.
  3. Update the reviewer taskAdd the exact proof and decision question to the task summary. Keep the due date visible for the reviewer.

How to Get Started

Connect your tools

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

8 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 Prepare Proof Approval Tasks:

What do I need to set up?

You choose the creative project and pending review status. You map the maker and reviewer fields. You also show where the current proof and due date live.

What if the proof version has changed?

Your coordinator sees a discrepancy note on the task. The assignment stays as it is so a person can confirm the right version.

What if the reviewer or due date is missing?

Your coordinator gets a question on the existing task before routing. You can supply the missing person or due date there.

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.

Related Agents

Agents related to Prepare Proof Approval Tasks

More ready-to-run Agents for connected work.