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Assign PDF Rework

Send rejected PDFs and review reasons to the original maker's task list

Use this Agent instantly or customize it - no programming needed

Assign rework for a rejected PDF
Reads
  • Rejection alert
    Rejection alert

    Your review board alerts the Agent when an item changes to Rejected.

  • Review item
    Review item

    Your review item names the original maker, rejection reason, and PDF version. Its link identifies the decision.

  • Reviewed PDF details
    Reviewed PDF details

    Your PDF's filename, checksum, and link identify the exact file the reviewer considered.

  • Maker assignment mapping
    Maker assignment mapping

    Your setup links each review board maker to a collaborator in the rework project.

Review board
Review board

Your review board shows each rejection and the review details needed for the maker's task.

Review board
PDF storage tool
PDF storage tool

Your PDF storage tool gives the Agent the exact PDF's filename, checksum, and browser link.

Does the review lack its maker, reason, version, or PDF ID?YesNo
Report the missing review detail to the coordinator
Writes
  • Handoff issue
    Handoff issue

    Your coordinator gets the missing detail, PDF problem, or unmapped maker to resolve the handoff.

Is the PDF inaccessible, not a PDF, or missing the version in its name?YesNo
Report the PDF problem to the coordinator
Writes
  • Handoff issue
    Handoff issue

    Your coordinator gets the missing detail, PDF problem, or unmapped maker to resolve the handoff.

Is the maker missing from the rework project's assignment map?YesNo
Report the unmapped maker to the coordinator
Writes
  • Handoff issue
    Handoff issue

    Your coordinator gets the missing detail, PDF problem, or unmapped maker to resolve the handoff.

Create the maker's PDF rework task
Writes
  • PDF rework task
    PDF rework task

    Your maker gets a task linking the review and exact PDF. It includes the version and rejection reason.

Task list
Task list

Your task list puts the rework task in the maker's shared project.

Task list

This Agent starts when a review item becomes Rejected. It checks the PDF version and maker mapping. It assigns the maker a rework task with the PDF link and reason.

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Google Drive
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Airtable
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ClickUp
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Google Contacts
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Kintone
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Made for your industry

Assign PDF Rework is made for businesses in these industries.

Made for your role

Assign PDF Rework is made for people in these roles.

Made for your department

Assign PDF Rework is made for people in these departments.

How Assign PDF Rework works

4 steps, in order, on every run.

  1. Read the rejected reviewRead the review for the original maker and rejection reason. Collect the PDF file ID and reviewed version label.
  2. Verify the PDF versionCheck the file's type and filename against the reviewed version. Hold the handoff and alert the coordinator if the file cannot be opened or does not match.
  3. Match the original makerMatch the review-board maker to a collaborator in the chosen rework project. Alert the coordinator if the mapping is missing.
  4. Create the rework taskCreate the maker's task in the chosen rework project. Link the review and PDF. Include the filename, checksum, version, and rejection reason.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or ClickUp.

5 tools
Set your rules
  • Choose the review board and identify its status, original maker, rejection reason, PDF file ID, and reviewed version label columns.
  • Choose a shared maker rework project and map each review-board maker ID to that person's task-list collaborator ID.
  • Keep each reviewed PDF as its own file in a folder the assigned maker can open, with the version label in its filename.
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 Assign PDF Rework:

What do I need to set up?

You choose the review board, its review columns, and a shared rework project. You map each maker to a task-list collaborator.

Which PDF will the maker receive?

The task links the file ID on the rejected review. Keep each version as a separate PDF with its version in the filename, in a folder the maker can open.

Does this Agent decide to reject PDFs?

No. Your reviewer marks the review item Rejected and records the reason. The Agent handles the handoff after that decision.

What if details are missing or the PDF does not match?

Your coordinator gets the missing detail, file mismatch, or unmapped maker ID. No task is created until the issue is fixed.

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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