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Send Asset Review Requests

Email campaign reviewers after verifying draft file versions

Use this Agent instantly or customize it - no programming needed

Send a review request for a card in Review
Reads
  • Review card ID
    Review card ID

    Your card's move into Review supplies the ID used to read its current details.

  • Review card
    Review card

    Your card holds the reviewer, due date, question, linked draft, owner, and prior request.

  • Review rules
    Review rules

    Your campaign settings define the review labels, fields, and window for this handoff.

  • Current draft version
    Current draft version

    Your linked draft's metadata and revision show which version the reviewer should receive.

Campaign board
Campaign board

Your campaign board shows cards entering Review and keeps the sent email ID on each card.

File storage service
File storage service

Your file storage service shows the linked draft's current version before the reviewer gets an email.

File storage service
Are required review details missing or conflicting?YesNo
Ask the campaign owner to resolve the pending review.
Writes
  • Question for campaign owner
    Question for campaign owner

    Your campaign owner gets a question about missing or conflicting details while review stays pending.

Does a request or revision already exist for this version and card move?YesNo
Link to the earlier request or revision and stop.
Writes
  • Existing request link
Email the reviewer and note delivery on the card.
Writes
  • Review email
    Review email

    Your reviewer receives the current file, card link, deadline, and review question.

  • Email delivery note
    Email delivery note

    Your card records the sent email ID and time so your team can trace the handoff.

Email service
Email service

Your email service emails the reviewer the file, deadline, question, and card link.

Email service

This Agent waits for a campaign card to enter Review with a linked draft. It checks the current file and earlier requests, then emails the reviewer. The card records the email and sent time.

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Made for your industry

Send Asset Review Requests is made for businesses in these industries.

Made for your role

Send Asset Review Requests is made for people in these roles.

Made for your department

Send Asset Review Requests is made for people in these departments.

How Send Asset Review Requests works

4 steps, in order, on every run.

  1. Check the campaign cardRead the card and check whether this move already prompted a request for this version. Link to that request instead of sending again.
  2. Verify the draft file versionCheck the linked draft's current file version. Ask the campaign owner when the file or review details are missing or conflict.
  3. Email the reviewerEmail the named reviewer the review question and deadline. Include the card and current file.
  4. Record the email on the cardComment on the card with the email ID and sent time. Show the team when the request went out.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Trello or Asana.

17 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 Send Asset Review Requests:

What do I need to set up before sending requests?

You choose the campaign scope and connect the tools. Then map your review fields and set the review window.

What happens when review details are missing?

The campaign owner you name resolves missing or conflicting details. The review stays pending until they do.

Will a repeated card move send another email?

Your card links to the earlier request for the same asset version and card move. The reviewer does not get another email for that trigger.

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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