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Attach Campaign Drafts
File emailed campaign drafts on linked review tasks
Use this Agent instantly or customize it - no programming needed
- Scheduled check timeScheduled check time
Your scheduled check starts the inbox scan each business hour after your start date.
- Inbox rulesInbox rules
Your chosen label and approved senders decide which draft emails the Agent can file.
- Draft emailDraft email
Your draft email names its review task and version and identifies the original message.
- Attached draft fileAttached draft file
Your attached file is the draft your reviewer needs on the task.
- Review taskReview task
Your review task shows whether the review remains open and which files it holds.
- Task commentsTask comments
Your task comments show whether this email's message ID was filed before.
Your email service supplies labeled draft emails and their attached files.
Your task management tool holds review tasks where drafts become attachments and version comments.
- Task attachmentTask attachment
Your reviewer can open the emailed draft from the review task.
- Version commentVersion comment
Your reviewer sees the stated version, sender, and message ID beside the file.
This Agent checks your draft inbox each business hour. It confirms the linked task is open and the email is new. Then it uploads the file and notes its version for your reviewer.
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GmailUsed as:
- Email service
Gmail supplies labeled draft emails and their attached files.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook supplies labeled draft emails and their attached files.
AirtableUsed as:
- Task management tool
Airtable holds review tasks where drafts become attachments and version comments.
monday.comUsed as:
- Task management tool
monday.com holds review tasks where drafts become attachments and version comments.
AsanaUsed as:
- Email service
Asana supplies labeled draft emails and their attached files.
- Task management tool
Asana holds review tasks where drafts become attachments and version comments.
ClickUpUsed as:
- Email service
ClickUp supplies labeled draft emails and their attached files.
- Task management tool
ClickUp holds review tasks where drafts become attachments and version comments.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 supplies labeled draft emails and their attached files.
SmartsheetUsed as:
- Task management tool
Smartsheet holds review tasks where drafts become attachments and version comments.
BasecampUsed as:
- Email service
Basecamp supplies labeled draft emails and their attached files.
- Task management tool
Basecamp holds review tasks where drafts become attachments and version comments.
Zoho MailUsed as:
- Email service
Zoho Mail supplies labeled draft emails and their attached files.
PodioUsed as:
- Task management tool
Podio holds review tasks where drafts become attachments and version comments.
PipefyUsed as:
- Task management tool
Pipefy holds review tasks where drafts become attachments and version comments.
SuperchatUsed as:
- Email service
Superchat supplies labeled draft emails and their attached files.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange supplies labeled draft emails and their attached files.
TeamworkUsed as:
- Task management tool
Teamwork holds review tasks where drafts become attachments and version comments.
Made for your industry
Attach Campaign Drafts is made for businesses in these industries.
- Advertising and Marketing
Put client campaign drafts on review tasks for timely feedback.
Show all Agents for the Advertising and Marketing industry - Retail
Place promotion drafts on the tasks where teams review them.
Show all Agents for the Retail industry - Graphic Design
Attach emailed campaign artwork to the task awaiting review.
Show all Agents for the Graphic Design industry - Consumer Packaged Goods
Keep the latest campaign draft with its brand review task.
Show all Agents for the Consumer Packaged Goods industry
Made for your role
Attach Campaign Drafts is made for people in these roles.
- Creative Operations Coordinator
Put each submitted draft on its review task with a version note.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Bring emailed drafts into the campaign tasks awaiting review.
Show all Agents for the Campaign Coordinator role - Art Director
Put the submitted artwork on its creative review task.
Show all Agents for the Art Director role - Campaign Manager
Show the latest submitted draft on its campaign review task.
Show all Agents for the Campaign Manager role - Brand Manager
Keep campaign drafts with the tasks used for brand review.
Show all Agents for the Brand Manager role - Graphic Designer
Attach your emailed draft to the task where reviewers need it.
Show all Agents for the Graphic Designer role - Marketing Operations Coordinator
File emailed drafts on review tasks and mark the current version.
Show all Agents for the Marketing Operations Coordinator role - Creative Director
Surface the current campaign draft on its approval task.
Show all Agents for the Creative Director role
How Attach Campaign Drafts works
3 steps, in order, on every run.
-
Find New Draft EmailsRead labeled emails from your chosen senders. Match each attached draft to its linked review task.
-
Check the Review TaskConfirm the linked task is open. Check its comments for the email's message ID before filing the draft.
-
Attach the DraftUpload the emailed file to the review task. Add a version comment that identifies the sender and message ID.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.
15 tools
- Choose the campaign-draft inbox label and authorized designer email addresses.
- Ask designers to include the review-task link and draft version in the message and attach one reviewable file.
- Choose the check interval and the first date to process.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Campaign Drafts:
You choose the campaign draft label and allowed senders. You also set the first day for business-hour checks.
Ask designers to include a direct review-task link and draft version. They should attach one reviewable file within your task tool's size limit.
Your coordinator handles emails without a task link or with multiple possible files. Your closed tasks receive no upload. Task comments prevent a repeat upload for the same message ID.
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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