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Attach Campaign Briefs

Attach new campaign briefs to matching open asset approvals

Use this Agent instantly or customize it - no programming needed

Attach a new brief to every open campaign review
Reads
  • Campaign brief
    Campaign brief

    Your uploaded brief is the file reviewers need beside each matching asset.

  • Campaign ID
    Campaign ID

    Your chosen filename or folder path identifies which campaign the brief belongs to.

  • Open asset approvals
    Open asset approvals

    Your open approvals show which assets await review for this campaign.

  • Existing brief attachments
    Existing brief attachments

    Your existing attachments show which approvals already carry the same brief.

Shared file library
Shared file library

Your shared file library supplies each new brief and its campaign ID from your chosen file naming convention.

Asset approval tracker
Asset approval tracker

Your asset approval tracker finds open approvals by campaign ID and holds each review's brief attachment.

Is the campaign ID missing or unclear?YesNo
Flag the brief for the coordinator
Writes
  • Brief needing coordinator review
    Brief needing coordinator review

    Your coordinator gets the brief when its campaign ID is missing or unclear.

Are there no open approvals for this campaign?YesNo
Record that no reviews changed
Writes
  • No review changes
    No review changes

    No open approvals matched your campaign, so the run records no change.

Does every matching approval already have this brief?YesNo
Skip duplicate uploads
Attach the brief to each approval that needs it
Writes
  • Approvals with the brief
    Approvals with the brief

    Your matching open approvals carry the new brief beside each asset.

This Agent waits for a final brief in your chosen folder. It finds open approvals with the same campaign ID. It attaches the brief where missing, so reviewers see it beside their assets.

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Google Drive
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Google Contacts
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Microsoft SharePoint
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Made for your industry

Attach Campaign Briefs is made for businesses in these industries.

Made for your role

Attach Campaign Briefs is made for people in these roles.

Made for your department

Attach Campaign Briefs is made for people in these departments.

How Attach Campaign Briefs works

3 steps, in order, on every run.

  1. Identify the campaignRead the uploaded brief's name or folder path to find its campaign ID. Flag unclear IDs for the coordinator.
  2. Find open approvalsSearch for Open asset approvals with that campaign ID. Check their brief fields and skip existing copies.
  3. Attach the briefAdd the uploaded file to every matching approval's brief field. Record that no reviews changed when none match.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Google Contacts or Microsoft SharePoint.

3 tools
Set your rules
  • Choose the folder for final creative briefs and a filename or folder convention containing a campaign ID.
  • Put the same campaign ID and an Open status on each asset approval row.
  • Create a brief attachment field on each approval row and give the Agent access to the folder and review tracker.
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 Attach Campaign Briefs:

How does it match a brief to approvals?

You choose a filename or folder convention with a campaign ID. Your approval rows need the same ID and an Open status.

What do I need to set up?

Choose the folder for final briefs. Add a brief attachment field to your approval rows. Give the Agent access to the folder and approval tracker.

What if the campaign ID is unclear?

Your coordinator takes the flagged file and resolves the campaign ID. The Agent does not guess which approvals to change.

What if there are no open approvals or the brief is already there?

If no open approvals match, the Agent records that no reviews changed. It skips reviews that already have the same file.

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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