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Send Proof Packets
Email reviewers the uploaded proof and review details from chat
Use this Agent instantly or customize it - no programming needed
- proof requestproof request
Your coordinator's message names the reviewer and explains the decision and deadline.
- uploaded proofuploaded proof
Your uploaded proof is the file the reviewer needs to see with the request.
- mailbox settingsmailbox settings
Your chosen mailbox sets the sender and the largest attachment it accepts.
Your review thread supplies each request message and its uploaded proof.
- run reportrun report
Your report names the chat message and says whether the email went out or why it was held.
- run reportrun report
Your report names the chat message and says whether the email went out or why it was held.
- run reportrun report
Your report names the chat message and says whether the email went out or why it was held.
- run reportrun report
Your report names the chat message and says whether the email went out or why it was held.
- proof emailproof email
Your reviewer gets one email with the uploaded file, decision question, and exact deadline.
- run reportrun report
Your report names the chat message and says whether the email went out or why it was held.
Your email service sends the proof to the reviewer with the question and deadline.
This Agent waits for proof requests in your chosen chat space. It checks the message and uploaded proof. Then it emails the reviewer or reports why the request cannot go out.
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GmailUsed as:
- Email service
Gmail sends the proof to the reviewer with the question and deadline.
SlackUsed as:
- Review thread
Slack supplies each request message and its uploaded proof.
Google DriveUsed as:
- Email service
Google Drive sends the proof to the reviewer with the question and deadline.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends the proof to the reviewer with the question and deadline.
ClickUpUsed as:
- Review thread
ClickUp supplies each request message and its uploaded proof.
ZoomUsed as:
- Review thread
Zoom supplies each request message and its uploaded proof.
- Email service
Zoom sends the proof to the reviewer with the question and deadline.
BrevoUsed as:
- Email service
Brevo sends the proof to the reviewer with the question and deadline.
TelegramUsed as:
- Review thread
Telegram supplies each request message and its uploaded proof.
Google ContactsUsed as:
- Email service
Google Contacts sends the proof to the reviewer with the question and deadline.
Google ChatUsed as:
- Review thread
Google Chat supplies each request message and its uploaded proof.
ChatworkUsed as:
- Review thread
Chatwork supplies each request message and its uploaded proof.
SendGridUsed as:
- Email service
SendGrid sends the proof to the reviewer with the question and deadline.
Zoho MailUsed as:
- Email service
Zoho Mail sends the proof to the reviewer with the question and deadline.
MailgunUsed as:
- Email service
Mailgun sends the proof to the reviewer with the question and deadline.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional sends the proof to the reviewer with the question and deadline.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends the proof to the reviewer with the question and deadline.
Made for your industry
Send Proof Packets is made for businesses in these industries.
- Advertising and Marketing
Send campaign proofs to reviewers with the decision and deadline.
Show all Agents for the Advertising and Marketing industry - Graphic Design
Email design proofs with the review question and deadline.
Show all Agents for the Graphic Design industry - Printing
Send print proofs with the approval question and deadline.
Show all Agents for the Printing industry
Made for your role
Send Proof Packets is made for people in these roles.
- Campaign Manager
Get campaign proofs to reviewers with the decision deadline.
Show all Agents for the Campaign Manager role - Creative Operations Coordinator
Turn chat proof requests into complete reviewer emails.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Send campaign proofs from chat to reviewers in one email.
Show all Agents for the Campaign Coordinator role - Creative Production Coordinator
Email uploaded proofs with the review question and deadline.
Show all Agents for the Creative Production Coordinator role - Print Production Coordinator
Send print proofs with the approval question and deadline.
Show all Agents for the Print Production Coordinator role
Made for your department
Send Proof Packets is made for people in these departments.
- Marketing
Send campaign proofs to reviewers with the decision deadline.
Show all Agents for the Marketing department - Creative
Email creative proofs with the question reviewers need to answer.
Show all Agents for the Creative department - Creative Operations
Turn proof requests in chat into complete reviewer emails.
Show all Agents for the Creative Operations department - Production
Email production proofs to reviewers with the decision question.
Show all Agents for the Production department - Design
Send design proofs as email attachments with the review deadline.
Show all Agents for the Design department - Print Production
Send print proofs with the approval question and deadline.
Show all Agents for the Print Production department
How Send Proof Packets works
4 steps, in order, on every run.
-
Read the proof requestRead proof requests from coordinators in your chosen chat space. Pick out the reviewer and decision question.
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Check the packet detailsCheck the reviewer address and decision question. Confirm a future deadline with time zone and one uploaded proof. Hold incomplete requests and name the issue.
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Download the uploaded proofDownload the file from chat and check its size against your chosen mailbox limit. Hold the request if the download fails or the file is too large.
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Email the reviewerSend the proof as an attachment with the decision question and exact deadline. Report whether the email went out or why it needs attention.
How to Get Started
Connect the tools you already use, such as Gmail, Slack or Google Drive.
16 tools
- Choose the review chat space and subscribe to its new-message events.
- Ask coordinators to start requests with 'Proof review:' and include one uploaded proof, the reviewer email address, the decision question, and a deadline with time zone.
- Choose the sending mailbox and its maximum attachment size.
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:
Ask your coordinators to start with 'Proof review:' and upload the proof to chat. They also need a reviewer address, decision question, and deadline with time zone.
No. Your coordinator needs to upload the proof directly to chat. A linked file stops the send, and the run report identifies the request.
The email stays unsent, and the run report names the issue. Your coordinator can post a corrected request. You choose the sending mailbox and its attachment limit during setup.
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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