- AI-Agent
- Ready to Run
Send Proof Packets
Email new review PDFs with your decision question and deadline
Use this Agent instantly or customize it - no programming needed
- Review folderReview folder
You choose the folder where your team places PDFs ready for review.
- Scan timeScan time
Your schedule starts a scan every 15 minutes and supplies its current time.
- Activation timeActivation time
Only PDFs placed in your review folder after you activate the Agent qualify.
- Proof PDFsProof PDFs
Your new PDFs provide the file IDs, names, creation times, sizes, and attachments for review.
- Sent proof emailsSent proof emails
Your sent email subjects show which PDF IDs already have proof packets.
- Reviewer addressReviewer address
You choose the email address where your reviewer receives each proof.
- Decision questionDecision question
You choose the question your reviewer needs to answer for each proof.
- Decision windowDecision window
You choose how many work hours your reviewer has to make a decision.
- Time zoneTime zone
You choose the time zone the Agent uses to calculate each deadline.
- Attachment limitAttachment limit
Your sending mailbox sets the largest PDF the Agent can attach.
Your cloud storage service holds the review folder and lets the Agent download each new PDF.
Your email service keeps sent proof emails and delivers new proof packets to your reviewer.
- Run reportRun report
You see how many PDFs the Agent emailed, skipped as duplicates, or held with a reason.
- Run reportRun report
You see how many PDFs the Agent emailed, skipped as duplicates, or held with a reason.
- Run reportRun report
You see how many PDFs the Agent emailed, skipped as duplicates, or held with a reason.
- Proof emailsProof emails
Your reviewer receives each available PDF with its decision question and exact deadline.
- Run reportRun report
You see how many PDFs the Agent emailed, skipped as duplicates, or held with a reason.
This Agent scans your review folder every 15 minutes for new PDFs. It checks sent mail, then emails unsent proofs with your question and deadline.
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GmailUsed as:
- Email service
Gmail keeps sent proof emails and delivers new proof packets to your reviewer.
Google DriveUsed as:
- Cloud storage service
Google Drive holds the review folder and lets the Agent download each new PDF.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook keeps sent proof emails and delivers new proof packets to your reviewer.
ZoomUsed as:
- Email service
Zoom keeps sent proof emails and delivers new proof packets to your reviewer.
Google ContactsUsed as:
- Cloud storage service
Google Contacts holds the review folder and lets the Agent download each new PDF.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 keeps sent proof emails and delivers new proof packets to your reviewer.
Zoho MailUsed as:
- Email service
Zoho Mail keeps sent proof emails and delivers new proof packets to your reviewer.
Made for your industry
Send Proof Packets is made for businesses in these industries.
- Advertising and Marketing
Email campaign proofs with a clear decision deadline.
Show all Agents for the Advertising and Marketing industry - Consumer Packaged Goods
Send packaging proofs for brand review with a decision deadline.
Show all Agents for the Consumer Packaged Goods industry - Graphic Design
Send finished artwork proofs to reviewers with a due time.
Show all Agents for the Graphic Design industry - Publishing
Send page proofs to reviewers with a clear decision deadline.
Show all Agents for the Publishing industry - Printing
Email each new print proof with its approval question and deadline.
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Made for your role
Send Proof Packets is made for people in these roles.
- Creative Operations Coordinator
Email new creative proofs with their review question and due time.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Email campaign proofs to reviewers with a clear decision deadline.
Show all Agents for the Campaign Coordinator role - Art Director
Email visual proofs with the decision question and due time.
Show all Agents for the Art Director role - Brand Manager
Send packaging proofs with a clear brand decision deadline.
Show all Agents for the Brand Manager role - Creative Production Coordinator
Send each finished proof to the reviewer with a decision deadline.
Show all Agents for the Creative Production Coordinator role - Print Production Coordinator
Email new print proofs with the approval question and due time.
Show all Agents for the Print Production Coordinator role - Editorial Producer
Send publication proofs with a clear deadline for review.
Show all Agents for the Editorial Producer role - Editorial Coordinator
Email new page proofs with the review question and due time.
Show all Agents for the Editorial Coordinator role - Creative Director
Send finished creative proofs with a clear decision deadline.
Show all Agents for the Creative Director role - Proofreader
Email each page proof with the decision question and due time.
Show all Agents for the Proofreader role
Made for your department
Send Proof Packets is made for people in these departments.
- Marketing
Email marketing proofs with a decision question and due time.
Show all Agents for the Marketing department - Editorial
Email page proofs with the review question and due time.
Show all Agents for the Editorial department - Creative
Send finished artwork proofs for a decision by the deadline.
Show all Agents for the Creative department - Creative Operations
Route new proofs to reviewers with the decision deadline.
Show all Agents for the Creative Operations department - Production
Send finished proofs to reviewers with a decision deadline.
Show all Agents for the Production department - Design
Send design proofs with an approval question and due time.
Show all Agents for the Design department - Print Production
Email print proofs with the approval question and due time.
Show all Agents for the Print Production department
How Send Proof Packets works
5 steps, in order, on every run.
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Find new proofsScan your chosen folder every 15 minutes. Find PDFs created in the last 30 minutes after activation.
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Check for repeatsSearch sent mail for each recent PDF's file ID. Skip a proof when a matching email already exists.
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Set decision deadlinesCalculate each deadline from the PDF's creation time and your chosen work-hour window. Use your chosen time zone.
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Attach the proofDownload each unsent PDF within your mailbox's attachment limit. Hold oversized or unavailable files and name them in the run report.
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Email the reviewerSend the PDF with your decision question and deadline to your chosen reviewer. Include its file ID in the subject.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
7 tools
- Choose the ready-for-review folder and authorize access to its PDF files.
- Enter the reviewer's email address, the decision question, the time zone, and the number of work hours allowed for a decision.
- Choose the sending mailbox and a 15-minute scan schedule; only PDFs placed in the folder after activation are eligible.
- Keep each PDF small enough for the sending mailbox's attachment limit.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Proof Packets:
Choose the ready-for-review folder before activation. Scans run every 15 minutes and look back 30 minutes. PDFs from before activation stay out.
Yes. You choose the reviewer and sending mailbox. You also set the decision question and decision window. Choose the time zone for its deadline.
Your run report names PDFs that exceed the attachment limit or cannot be downloaded. Missing reviewer details or a decision rule hold all sends.
The Agent skips a PDF when sent mail already contains its file ID. Keep sent messages available for this duplicate check.
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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