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Attach Marked Proof

Attach the marked PDF to the maker's subitem and note its version

Use this Agent instantly or customize it - no programming needed

Place the marked proof on the maker's subitem
Reads
  • Change request
    Change request

    Your reviewer's change-request decision starts the handoff for that proof item.

  • Reviewed version
    Reviewed version

    Your review item's version field identifies the proof the reviewer saw.

  • Proof PDFs
    Proof PDFs

    Your review item holds the PDFs the reviewer uploaded for proofing.

  • Linked revision subitem
    Linked revision subitem

    Your review item links to the maker's revision subitem that needs the marked proof.

  • Existing proof files
    Existing proof files

    Your maker's subitem may already hold the same marked PDF.

  • Existing version notes
    Existing version notes

    Your maker's subitem may already have an update naming the reviewed version.

Work management tool
Work management tool

Your work management tool tracks review decisions and holds proof files alongside the maker's linked revision subitem.
Work management tool
Is the maker's subitem or the PDF for this version missing?YesNo
Add a missing-file update to the review item
Writes
  • Missing-file update
    Missing-file update

    Your review item gets an update when the linked subitem or matching PDF is missing.

Could several PDFs be the marked proof?YesNo
Ask the coordinator to choose on the review item
Writes
  • Proof choice request
    Proof choice request

    Your coordinator gets a request on the review item when several PDFs could match.

Does the subitem already have this PDF and version note?YesNo
Stop with the existing PDF and version note
Upload the marked PDF to the maker's subitem
Writes
  • Revision attachment
    Revision attachment

    Your maker's revision subitem receives the marked PDF for the reviewed version.

Add an update naming the reviewed version
Writes
  • Reviewed version note
    Reviewed version note

    Your maker's subitem gets an update naming the version the reviewer saw.

This Agent waits for a reviewer to request changes on a proof. It checks the matching marked PDF and linked revision subitem. It attaches the file and notes the reviewed version for the maker.

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Google Drive
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Airtable
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Google Contacts
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Kintone
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Made for your industry

Attach Marked Proof is made for businesses in these industries.

Made for your role

Attach Marked Proof is made for people in these roles.

Made for your department

Attach Marked Proof is made for people in these departments.

How Attach Marked Proof works

3 steps, in order, on every run.

  1. Find the marked proofRead the review item's files and version. Find the matching marked PDF and linked revision subitem.
  2. Check for an existing copyCheck the subitem for the same marked PDF and version note. Stop if it already has both.
  3. Attach the PDF and note its versionUpload the marked PDF to the revision subitem. Add an update naming the reviewed version.

How to Get Started

Connect your tools

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

4 tools
Set your rules
  • Choose the review board, its change-request status, the proof file column, and the linked maker revision subitem.
  • Require proof filenames or an item field to state the reviewed version.
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 Marked Proof:

What do I need to set up?

You choose the review board, change-request status, and proof file column. You also link the maker's revision subitem and identify the reviewed version.

What if the proof or linked subitem is missing?

The Agent leaves the handoff pending and adds a missing-file update to your review item.

What if several PDFs look like the marked proof?

The Agent asks you to choose the right PDF on the review item before attaching anything.

What happens if the maker already has the proof?

The Agent checks for the same PDF and version note on the subitem. If both are there, the handoff is complete.

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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