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Assign Proposal Revision Tasks
Assign revision tasks when proposals are rejected
Use this Agent instantly or customize it - no programming needed
- Final rejection noticeFinal rejection notice
Your approval process sends the proposal ID when an approver makes a final rejection.
- Proposal detailsProposal details
Your proposal supplies the title, owner, and link needed for the revision task.
- Approval historyApproval history
Your approval history shows the final decision and the reviewer's comment, if they left one.
- Revision due date ruleRevision due date rule
You choose the rule that sets each revision task's due date.
Your proposal approval tool sends final rejection notices and shows each proposal's owner and reviewer's comment.
- Proposal needing an ownerProposal needing an owner
Your sales operations lead gets the proposal ID when the Agent cannot find its owner.
- Revision taskRevision task
Your proposal owner gets a task with the rejection reason, proposal link, and due date.
The Agent uses task list to assign revision tasks with deadlines and proposal links.
This Agent starts when a proposal receives a final rejection. It checks the owner and rejection comment, then assigns a task. The owner can open the proposal from their task list.
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Google DriveUsed as:
- Task list
The Agent uses Google Drive to assign revision tasks with deadlines and proposal links.
AirtableUsed as:
- Task list
The Agent uses Airtable to assign revision tasks with deadlines and proposal links.
TrelloUsed as:
- Task list
The Agent uses Trello to assign revision tasks with deadlines and proposal links.
monday.comUsed as:
- Proposal approval tool
monday.com sends final rejection notices and shows each proposal's owner and reviewer's comment.
- Task list
The Agent uses monday.com to assign revision tasks with deadlines and proposal links.
AsanaUsed as:
- Task list
The Agent uses Asana to assign revision tasks with deadlines and proposal links.
ClickUpUsed as:
- Task list
The Agent uses ClickUp to assign revision tasks with deadlines and proposal links.
Google ContactsUsed as:
- Task list
The Agent uses Google Contacts to assign revision tasks with deadlines and proposal links.
TodoistUsed as:
- Task list
The Agent uses Todoist to assign revision tasks with deadlines and proposal links.
BasecampUsed as:
- Task list
The Agent uses Basecamp to assign revision tasks with deadlines and proposal links.
PodioUsed as:
- Proposal approval tool
Podio sends final rejection notices and shows each proposal's owner and reviewer's comment.
- Task list
The Agent uses Podio to assign revision tasks with deadlines and proposal links.
PipefyUsed as:
- Task list
The Agent uses Pipefy to assign revision tasks with deadlines and proposal links.
TeamworkUsed as:
- Task list
The Agent uses Teamwork to assign revision tasks with deadlines and proposal links.
KintoneUsed as:
- Task list
The Agent uses Kintone to assign revision tasks with deadlines and proposal links.
Made for your industry
Assign Proposal Revision Tasks is made for businesses in these industries.
- Advertising and Marketing
Assign revisions for rejected campaign proposals with the reviewer's reason.
Show all Agents for the Advertising and Marketing industry - IT Services
Turn rejected service proposals into assigned revision tasks with a direct link.
Show all Agents for the IT Services industry - Construction
Assign revision tasks when project proposals fail internal approval.
Show all Agents for the Construction industry - Management Consulting
Assign rejected engagement proposals for revision with the reviewer's reason.
Show all Agents for the Management Consulting industry
Made for your role
Assign Proposal Revision Tasks is made for people in these roles.
- Account Executive
Add rejected client proposals to your task list with the reviewer's reason.
Show all Agents for the Account Executive role - Sales Operations Manager
Assign each rejected proposal to its owner for revision.
Show all Agents for the Sales Operations Manager role - Proposal Manager
Create revision tasks from proposal rejections with the reviewer's reason.
Show all Agents for the Proposal Manager role
Made for your department
Assign Proposal Revision Tasks is made for people in these departments.
- Sales
Assign revision tasks for rejected client proposals with reviewer feedback.
Show all Agents for the Sales department - Proposal Management
Put rejected proposals back on the owner's task list with a direct link.
Show all Agents for the Proposal Management department
How Assign Proposal Revision Tasks works
3 steps, in order, on every run.
-
Read the rejected proposalOpen the proposal to confirm the rejection and find its owner. Flag a missing owner to your sales operations lead.
-
Check for an existing taskLook for a revision task for this approval rejection. Skip creation if one already exists.
-
Assign the revision taskCreate a task for the owner with your chosen due date and proposal link. Include the rejection comment or say the reviewer gave no reason.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or Trello.
13 tools
- Configure an approval process for proposal records to send an outbound message on final rejection with the proposal ID.
- Require approvers to leave a rejection comment and give the Agent read access to proposal approval history and owner details.
- Choose a revision due date rule and connect the team's task list with permission to assign tasks.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Assign Proposal Revision Tasks:
Set your approval process to notify this Agent after final rejection. Give it access to proposal history and owner details. Ask approvers for a reason, choose a due date rule, and connect your team's task list.
The task still links to the rejected proposal. It says the reviewer gave no reason, so the owner knows what is missing.
Your sales operations lead gets the proposal ID to resolve. The Agent does not assign the task to a guessed owner.
No. If a task already exists for the same approval rejection, the Agent skips creating another.
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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