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Check Draft Attachments

Compare campaign task attachments with the latest draft revision

Use this Agent instantly or customize it - no programming needed

Check the campaign draft before review
Reads
  • Ready for review task
    Ready for review task

    Your task entering Ready for review identifies the asset to check.

  • Task attachment
    Task attachment

    Your task attachment identifies the draft submitted for review.

  • Review details
    Review details

    Your task's review details identify the people and timing for this handoff.

  • Latest draft revision
    Latest draft revision

    Your linked draft shows its newest revision and when it changed.

  • Existing request or revision
    Existing request or revision

    Your earlier request or revision helps prevent another follow-up for the same asset version and task event.

  • Campaign review settings
    Campaign review settings

    Your campaign settings identify the review window and whom to ask about unclear details.

Task management tool
Task management tool

Your task management tool shows the review task and receives a comment when its draft is outdated.
File storage tool
File storage tool

Your file storage tool shows the linked draft's newest revision and modified time.
File storage tool
Are the file or review details missing or conflicting?YesNo
Ask the campaign owner to resolve the details
Writes
  • Clarification request
    Clarification request

    Your campaign owner gets a question when the file or review details need attention.

Does a request or revision already exist for this version and event?YesNo
Link to the existing request or revision
Writes
  • Existing request or revision link
Is the task attachment already the latest draft?YesNo
Finish without a version comment
Comment on the task with the newer file link
Writes
  • Version mismatch comment
    Version mismatch comment

    Your task gets a comment with the newer file link when its attachment is stale.

  • Task link

This Agent reads a campaign task when it enters Ready for review. It compares the attachment with the latest linked file revision. If the draft is stale, it comments with the newer file link.

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Google Drive
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ClickUp
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Dropbox
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OneDrive
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Microsoft SharePoint
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Microsoft Office 365
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Podio
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Box
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Pipefy
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Made for your industry

Check Draft Attachments is made for businesses in these industries.

Made for your role

Check Draft Attachments is made for people in these roles.

How Check Draft Attachments works

3 steps, in order, on every run.

  1. Read the campaign taskRead the task's attachment, reviewer, and current status when it enters Ready for review. Identify the submitted draft.
  2. Compare draft revisionsOpen the linked file and find its latest revision. Compare it with the draft attached to the task.
  3. Flag an older draftComment on the task with the newer file link if its attachment is older. Leave review pending and ask the campaign owner when required details conflict.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, ClickUp or Dropbox.

9 tools
Set your rules
  • Select the campaign scope and connect the tools named in the feature slots.
  • Map the asset ID, owner, reviewer, file, review question, due date, and human decision fields or labels used by this campaign.
  • Set the review window and the person to ask when an asset has missing or conflicting details.
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 Check Draft Attachments:

What do I need to set up?

Choose your campaign scope and connect your task and draft file tools. Map the asset and review fields your team uses.

What if the file or reviewer is missing?

The review stays pending. Your named campaign owner gets a request to resolve missing or conflicting details.

Does this approve the draft?

No. Your reviewer keeps the approval decision. The Agent checks revisions and flags an older draft on the task.

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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