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Attach Marked Proofs

Attach marked PDFs to maker tasks with the proof version

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Attach marked PDFs to maker tasks
Reads
  • Marked PDF
    Marked PDF

    Your reviewer uploads this PDF to the review folder for the maker to revise.

  • PDF filename
    PDF filename

    Your filename identifies the maker task and the proof version.

  • Maker task
    Maker task

    Your task ID points to the maker task that should receive the proof.

  • Task comments
    Task comments

    Your task comments show whether this PDF and version already reached the maker.

File storage tool
File storage tool

Your file storage tool watches your review folder and supplies each new PDF and its filename.

File storage tool
Task manager
Task manager

Your task manager finds maker tasks, checks their comments, and holds the marked PDF with its version.

Does the filename lack a task ID or proof version?YesNo
Report the naming gap to the coordinator
Writes
  • Filename issue
    Filename issue

    Your coordinator learns which PDF needs a task ID or proof version in its name.

Is the maker task missing or closed?YesNo
Report the task issue to the coordinator
Writes
  • Task issue
    Task issue

    Your coordinator learns that the named task is missing or closed.

Does the task already have this PDF and version?YesNo
Stop with the existing task comment
Attach the PDF to a task comment naming the version
Writes
  • Task comment with PDF
    Task comment with PDF

    Your maker can open the marked PDF from a task comment that names its proof version.

This Agent waits for a marked PDF in your review folder. It reads the filename and checks the matching task. It adds the PDF to a comment naming the proof version.

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Google Drive
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ClickUp
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Google Contacts
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Dropbox
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OneDrive
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Microsoft SharePoint
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Made for your industry

Attach Marked Proofs is made for businesses in these industries.

Made for your role

Attach Marked Proofs is made for people in these roles.

Made for your department

Attach Marked Proofs is made for people in these departments.

How Attach Marked Proofs works

4 steps, in order, on every run.

  1. Read the marked PDFDownload the new PDF from your chosen review folder. Read its filename for the maker task ID and proof version.
  2. Check the maker taskFind the task by its ID and inspect its comments. Report missing or closed tasks to the coordinator.
  3. Avoid a duplicate handoffCheck for a comment with the same file and version. Leave that handoff alone when it already exists.
  4. Attach the proofAdd the PDF to a task comment naming its proof version. Give the maker a place to open the marked proof.

How to Get Started

Connect your tools

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

6 tools
Set your rules
  • Choose the folder used for incoming marked PDFs and the maker task project.
  • Require PDF filenames to contain the maker task ID, proof version, and a marked-proof label.
  • Enable task comments and file attachments in the maker task tool.
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 Proofs:

What do I need to set up?

Choose your incoming review folder and maker task project. Set a PDF filename pattern with the task ID, proof version, and marked-proof label. Your task tool needs comments and file attachments.

What if the filename or task does not match?

Your coordinator gets a report about the naming gap or unmatched task. The PDF stays in the folder for manual correction.

Will it post the same proof twice?

No. Your task comments let the Agent spot an existing handoff for that file and version. The Agent leaves that handoff alone.

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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