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Add Proof Review Links
Add view links and version labels to pending proof tasks
Use this Agent instantly or customize it - no programming needed
- Pending proof tasksPending proof tasks
Your pending tasks name the proof file and reviewer and show any current proof link.
- Stored proof filesStored proof files
Your stored proofs must match the file IDs on pending tasks and allow an approved view link.
- Saved file versionsSaved file versions
Your file's saved versions identify the latest proof the reviewer should open.
Your task management tool holds pending proof tasks. The Agent adds each file's view link and version there.
Your file storage tool stores each proof and its saved versions. The Agent gets an approved view link there.
- Proof links on pending tasksProof links on pending tasks
Your pending task shows the file's approved view link and latest saved version while keeping its other notes.
This Agent checks pending proof tasks at your chosen morning time. It finds each named file's latest saved version and adds a view link. Reviewers see the link and version label in their task.
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Google DriveUsed as:
- Task management tool
Google Drive holds pending proof tasks. The Agent adds each file's view link and version there.
- File storage tool
Google Drive stores each proof and its saved versions. The Agent gets an approved view link there.
AirtableUsed as:
- Task management tool
Airtable holds pending proof tasks. The Agent adds each file's view link and version there.
monday.comUsed as:
- Task management tool
monday.com holds pending proof tasks. The Agent adds each file's view link and version there.
ClickUpUsed as:
- Task management tool
ClickUp holds pending proof tasks. The Agent adds each file's view link and version there.
Google ContactsUsed as:
- Task management tool
Google Contacts holds pending proof tasks. The Agent adds each file's view link and version there.
- File storage tool
Google Contacts stores each proof and its saved versions. The Agent gets an approved view link there.
DropboxUsed as:
- File storage tool
Dropbox stores each proof and its saved versions. The Agent gets an approved view link there.
OneDriveUsed as:
- File storage tool
OneDrive stores each proof and its saved versions. The Agent gets an approved view link there.
BoxUsed as:
- File storage tool
Box stores each proof and its saved versions. The Agent gets an approved view link there.
PipefyUsed as:
- Task management tool
Pipefy holds pending proof tasks. The Agent adds each file's view link and version there.
KintoneUsed as:
- Task management tool
Kintone holds pending proof tasks. The Agent adds each file's view link and version there.
Made for your industry
Add Proof Review Links is made for businesses in these industries.
- Advertising and Marketing
Link current campaign proofs in tasks awaiting creative approval.
Show all Agents for the Advertising and Marketing industry - Consumer Packaged Goods
Link current packaging proofs in pending brand approval tasks.
Show all Agents for the Consumer Packaged Goods industry - Graphic Design
Give design reviewers links to the latest saved proofs.
Show all Agents for the Graphic Design industry - Publishing
Put current publication proofs in pending editorial review tasks.
Show all Agents for the Publishing industry - Printing
Link the latest print proofs in tasks awaiting approval.
Show all Agents for the Printing industry
Made for your role
Add Proof Review Links is made for people in these roles.
- Creative Operations Coordinator
Give reviewers the latest proof links in their approval tasks.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Put current campaign proofs in tasks awaiting reviewer decisions.
Show all Agents for the Campaign Coordinator role - Project Coordinator
Fill missing proof links in pending project approval tasks.
Show all Agents for the Project Coordinator role - Creative Production Coordinator
Place current proof links in tasks awaiting creative review.
Show all Agents for the Creative Production Coordinator role - Print Production Coordinator
Attach the latest print proof links to pending approval tasks.
Show all Agents for the Print Production Coordinator role - Editorial Coordinator
Link the latest publication proofs in pending review tasks.
Show all Agents for the Editorial Coordinator role - Creative Operations Manager
Keep pending creative approvals linked to current proofs.
Show all Agents for the Creative Operations Manager role
Made for your department
Add Proof Review Links is made for people in these departments.
- Marketing
Attach current campaign proof links to pending approvals.
Show all Agents for the Marketing department - Editorial
Link the latest publication proofs in pending review tasks.
Show all Agents for the Editorial department - Creative
Put current proofs in tasks awaiting creative approval.
Show all Agents for the Creative department - Creative Operations
Keep pending creative approvals linked to the latest saved proofs.
Show all Agents for the Creative Operations department - Project Management
Fill missing proof links in pending project approval tasks.
Show all Agents for the Project Management department - Design
Put current design proofs in tasks awaiting approval.
Show all Agents for the Design department - Print Production
Put the latest print proofs in approval tasks.
Show all Agents for the Print Production department
How Add Proof Review Links works
4 steps, in order, on every run.
-
Find Pending Proof TasksList pending tasks in your chosen project. Find tasks missing a link to the current proof.
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Get the Latest Proof VersionRead each named file and its saved versions. Create or reuse a view link within the scope you choose.
-
Check Reviewer and Proof DetailsKeep tasks with a named reviewer and an accessible file. Skip matching entries; leave incomplete tasks for your coordinator.
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Add Links to Pending TasksAdd the view link and latest saved version label to the task's proof section. Keep its other notes intact.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
10 tools
- Choose the approval project, pending status, reviewer field, proof file ID field, and current-proof section of the task notes.
- Choose the daily run time and an approved view-link scope for the organization's proof files.
- Use a file store whose version history is enabled for the proof folder.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Proof Review Links:
Choose the approval project, pending status, and task fields for reviewers and file IDs. Pick the proof section, morning run time, and allowed link scope. Your proof folder needs version history.
Your coordinator handles tasks with no file ID or reviewer. They also handle missing files, files without saved versions, and links blocked by sharing policy.
No. Your tasks keep their existing proof entry when it matches the same file and version. Your other notes stay in place when the proof section changes.
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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