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Attach Marked PDF

Add reviewer fixes to the maker's task with the proof version

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Attach PDF feedback to the maker's revision task
Reads
  • Reviewer reply
    Reviewer reply

    Your reviewer's reply names the sender, links the task, and describes the requested changes.

  • Marked PDF
    Marked PDF

    Your reviewer's attachment shows the marks on the PDF they reviewed.

  • Current proof PDF
    Current proof PDF

    Your shared PDF provides the current revision and file ID to compare with the marks.

  • Revision task
    Revision task

    Your linked task identifies the maker, due date, and saved proof version.

Email inbox
Email inbox

Your email inbox brings in labeled reviewer replies and their marked PDF attachments.

Email inbox
Shared file drive
Shared file drive

Your shared file drive holds the current PDF revision and file ID for comparison.

Shared file drive
Task manager
Task manager

Your task manager shows the maker and saved proof version on the linked task.

Task manager
Is the reviewed proof version unclear?YesNo
Hold the handoff for a person to confirm the version.
Does the reviewed version differ from the current PDF?YesNo
Note the version mismatch on the task and leave assignment unchanged.
Writes
  • Version discrepancy note
    Version discrepancy note

    Your task shows that the marked version differs from the current proof, with its assignment unchanged.

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

    Your coordinator sees a question on the task about the missing review details.

Attach the marked PDF and list fixes. Name the reviewed version.
Writes
  • Marked PDF
    Marked PDF

    Your maker finds the reviewer's marked PDF attached to the right revision task.

  • Correction list
    Correction list

    Your maker sees the requested fixes on the task for the PDF version the reviewer marked.

  • Reviewed version note
    Reviewed version note

    Your task names the proof version behind the reviewer's marks and correction list.

This Agent reads a reviewer's emailed marked PDF. It checks the current shared proof's version. It adds the PDF and fixes to the maker's task, naming the reviewed version.

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Gmail
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Google Drive
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Microsoft Outlook
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Asana
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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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Zoho Mail
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Podio
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Box
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Kintone
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Made for your industry

Attach Marked PDF is made for businesses in these industries.

Made for your role

Attach Marked PDF is made for people in these roles.

Made for your department

Attach Marked PDF is made for people in these departments.

How Attach Marked PDF works

3 steps, in order, on every run.

  1. Read the review emailFetch the labeled reply and its marked PDF. Identify the reviewer and the revision task for this handoff.
  2. Check the proof versionCompare the marked PDF with the current shared proof. Note a version mismatch on the task and leave the assignment unchanged.
  3. Attach the PDF and fixesAdd the marked PDF and an actionable fix list to the maker's task. Name the proof version the reviewer marked.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.

13 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 Attach Marked PDF:

What do I need to set up?

You choose the project or task list and its review status. You also map the maker and reviewer, then show the Agent where to find the current proof and due date.

What happens if the reviewer marked an older proof?

You get a visible discrepancy note on the task. The maker's assignment stays as it was.

What if a person or due date is missing?

The Agent asks your coordinator on the existing task before routing the feedback. Your team can supply the missing detail there.

Who makes the creative decision?

Your reviewer makes the approval or creative decision. The Agent prepares the marked PDF and fix list for the maker.

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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