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Carry PDF Comments

Tie PDF comments to the reviewed revision and route fixes to its maker

Use this Agent instantly or customize it - no programming needed

Carry PDF comments into change requests
Reads
  • Change request
    Change request

    Your reviewer's request for changes starts a run for the linked PDF.

  • Approval task
    Approval task

    Your approval task shows the maker, reviewer, due date, and reviewed revision.

  • Current proof
    Current proof

    Your linked proof shows its current revision and who can access it.

  • PDF comments
    PDF comments

    Your reviewer's PDF comments identify the requested fixes for this revision.

Approval task tool
Approval task tool

Your approval task tool holds the approval decision and receives the maker's fix list.

Approval task tool
Shared file tool
Shared file tool

Your shared file tool holds the linked proof, its current revision, and project access.

Shared file tool
Does the reviewed revision differ from the current proof?YesNo
Add a discrepancy note to the approval task
Writes
  • Revision discrepancy note
    Revision discrepancy note

    Your approval task flags a mismatch between the reviewed revision and current proof.

Is the reviewer, maker, or due date missing?YesNo
Ask the coordinator on the approval task before routing
Writes
  • Coordinator question
    Coordinator question

    Your coordinator sees a question on the existing task when review details are missing.

Add the revision's fix list and assign the maker
Writes
  • Revision-specific fix list
    Revision-specific fix list

    Your maker sees each PDF comment tied to the revision the reviewer saw.

  • Maker assignment
    Maker assignment

    Your maker receives the approval task with the verified fixes to address.

This Agent starts when a proof approval requests changes on a linked PDF. It checks the reviewed revision and named people. It adds a fix list to the approval task for the maker.

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Google Drive
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monday.com
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Asana
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ClickUp
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Dropbox
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OneDrive
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Microsoft SharePoint
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Microsoft Office 365
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Podio
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Box
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Kintone
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Made for your industry

Carry PDF Comments is made for businesses in these industries.

Made for your role

Carry PDF Comments is made for people in these roles.

Made for your department

Carry PDF Comments is made for people in these departments.

How Carry PDF Comments works

4 steps, in order, on every run.

  1. Read the reviewRead the PDF comments and approval decision. Find the reviewed revision and maker on the task.
  2. Check the proof revisionCompare the reviewed revision with the current file. Add a discrepancy note and keep the assignment if they differ.
  3. Confirm the handoffConfirm who reviewed the proof and who will make fixes. Ask the coordinator on the task if either person or the due date is missing.
  4. Add the fix listAdd PDF comments to the approval task, tied to the reviewed revision. Assign the maker.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Asana.

11 tools
Set your rules
  • Choose the creative project or task list, identify the review status, and map the maker and reviewer fields.
  • Specify where the current image or PDF version and due date are recorded.
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 Carry PDF Comments:

What do I need to set up?

You choose the project or task list and review status. You map the maker and reviewer fields. You point to the current proof and due date.

What if the PDF changed since the review?

You see a discrepancy note on the task. The maker's assignment stays as it was.

What if a person or due date is missing?

Your coordinator gets a question on the existing task. The Agent waits to route fixes until the missing person or due date is clear.

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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