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Check Proof Sharing

Check client access to the current proof before external review

Use this Agent instantly or customize it - no programming needed

Check proof access before client review
Reads
  • Review task
    Review task

    Your review task identifies the proof awaiting client review and links to the file.

  • Current proof
    Current proof

    Your current image or PDF has a file link and revision to compare with the task.

  • Proof sharing
    Proof sharing

    Your proof's permissions show whether the client can access the current file.

  • Maker
    Maker

    Your maker is the person responsible for the proof and any requested fixes.

  • Client reviewer
    Client reviewer

    Your client reviewer is the person assigned to inspect this proof.

  • Review due date
    Review due date

    Your due date tells the team when this review needs attention.

Proof file store
Proof file store

Your proof file store holds the current proof version and its sharing settings.

Proof file store
Review task tool
Review task tool

Your review task tool tracks the review task and keeps the access check beside it.

Review task tool
Does the task point to a different proof version?YesNo
Note the version mismatch and leave the assignment unchanged
Writes
  • Proof version discrepancy note
    Proof version discrepancy note

    Your task shows when its proof link does not match the current file version.

Is the maker, reviewer, or due date missing?YesNo
Ask the coordinator for missing details on the task
Writes
  • Missing review details request
    Missing review details request

    Your coordinator sees which review details to add on the existing task.

Does the client lack access to the current proof?YesNo
Comment on blocked access and stop routing the review
Writes
  • Proof access check
    Proof access check

    Your task tells the team whether the client can access the current proof.

Comment that the client can access the current proof
Writes
  • Proof access check
    Proof access check

    Your task tells the team whether the client can access the current proof.

This Agent starts when you assign a client reviewer to a shared proof. It checks the current file version and your client's access. It comments on the task and stops routing if access is wrong.

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Made for your industry

Check Proof Sharing is made for businesses in these industries.

Made for your role

Check Proof Sharing is made for people in these roles.

How Check Proof Sharing works

4 steps, in order, on every run.

  1. Read the review taskRead the task when it assigns a client reviewer to an image or PDF proof. Find the current proof link and due date.
  2. Compare the proof versionCompare the proof on the task with the current file version. Flag a mismatch on the task and leave the assignment unchanged.
  3. Check client accessCheck the file's sharing permissions for the named client reviewer. Confirm whether that reviewer can access the current proof.
  4. Comment on the taskComment with the access result on the review task. Stop routing if permissions are wrong, and ask the coordinator about missing details.

How to Get Started

Connect your tools

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

19 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 Check Proof Sharing:

What do I need to set up before using this Agent?

Choose your creative project and review status, then map your maker and reviewer fields. Provide the current proof link and due date.

What happens if the task points to an older proof?

You'll see a discrepancy note on the task, and the reviewer assignment stays unchanged. Your team can resolve which version to review.

Who handles missing review details or a sharing problem?

Your coordinator gets a question on the task when the reviewer, maker, or due date is missing. Your team can fix sharing after the Agent stops routing.

Does this Agent approve the proof or make creative decisions?

No. Your maker or reviewer makes the creative decision. The Agent checks access and records the result 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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