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Send PDF Fixes

Send marked PDF fixes to the maker with the next proof deadline

Use this Agent instantly or customize it - no programming needed

Send marked PDF fixes to the maker in chat
Reads
  • Approval request
    Approval request

    Your approval task asks for changes and identifies the review that starts this handoff.

  • Proof link
  • PDF comments
    PDF comments

    Your reviewer's marks show the corrections requested on the PDF.

  • Reviewed PDF revision
    Reviewed PDF revision

    Your PDF comments identify the file revision the reviewer marked.

  • Current PDF revision
    Current PDF revision

    Your current file revision shows whether those marks still match the proof.

  • Maker and reviewer
    Maker and reviewer

    Your named maker and reviewer keep the fixes with the right people.

  • Next proof deadline
    Next proof deadline

    Your next due date tells the maker when the revised proof is needed.

Task management tool
Task management tool

Your task management tool shows the review decision, maker, and deadline, then keeps the fix list.

Task management tool
Shared file service
Shared file service

Your shared file service holds PDF comments and the file revision each comment refers to.

Does the reviewed PDF revision differ from the current file?YesNo
Note the version mismatch on the approval task
Writes
  • Version discrepancy note
    Version discrepancy note

    Your task flags the mismatched PDF revision while the maker assignment stays unchanged.

Are the reviewer, maker, or next deadline missing?YesNo
Ask the coordinator on the approval task
Writes
  • Coordinator question
    Coordinator question

    Your coordinator sees a question on the task about the missing name or deadline.

Post the fix list on the approval task and message the maker in chat
Writes
  • Task fix list
    Task fix list

    Your approval task keeps the same grouped corrections the maker receives.

  • Maker chat handoff
    Maker chat handoff

    Your maker gets the marked fixes and next deadline, linked to the proof and task.

Team chat tool
Team chat tool

Your team chat tool delivers the marked fixes and next deadline to the original maker.

Team chat tool

This Agent waits for an approval task to request changes on a shared PDF. It checks the current proof version and named people. It posts fixes on the task and sends the maker a chat handoff.

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Made for your industry

Send PDF Fixes is made for businesses in these industries.

Made for your role

Send PDF Fixes is made for people in these roles.

How Send PDF Fixes works

5 steps, in order, on every run.

  1. Read the proof and taskRead the current PDF comments and revision. Read the approval task for its decision, maker, and deadline.
  2. Check the proof versionCompare the reviewed PDF with the current file. Note any mismatch on the task and leave assignment unchanged.
  3. Confirm the handoff detailsCheck the maker, reviewer, and deadline. Ask the coordinator on the task if any are missing.
  4. Post the PDF fixesPost grouped fixes on the approval task. Keep the same fix list for the maker's chat handoff.
  5. Message the maker in chatSend a chat message with linked PDF marks and the next proof deadline. Match its fixes to the task's list.

How to Get Started

Connect your tools

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

31 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 Send PDF Fixes:

What do I need to set up?

Choose the creative project, review status, and maker and reviewer fields. Point the Agent to the current proof and due date.

What if the reviewed PDF is no longer current?

You see a discrepancy note on the task, and the maker's assignment stays unchanged. Your coordinator can resolve which proof to use.

What if a person or deadline is missing?

The Agent asks your coordinator on the existing task before routing the handoff.

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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