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Check Proof Packets

Check review details on proofs and record missing items beside each file

Use this Agent instantly or customize it - no programming needed

Check a new proof before review
Reads
  • New proof
    New proof

    Your proof enters the review folder you chose, with its file name and identity.

  • File version
    File version

    Your proof's current version identifies which file the packet result covers.

  • Reviewer email
    Reviewer email

    Your reviewer email identifies who should decide on the proof.

  • Decision question
    Decision question

    Your decision question tells the reviewer what they need to decide.

  • Review due date
    Review due date

    Your due date tells the reviewer when the decision is needed.

Review library
Review library

Your review library holds each proof's review details and shows its packet result.

Review library
Check the current version and reread it if the proof changed.
Is your proof unreadable or missing a file version?YesNo
Mark the proof blocked and name the file problem.
Writes
  • Packet status
    Packet status

    Your library entry shows whether the proof is ready, unready, or blocked.

  • Missing details
    Missing details

    Your library entry names missing review details or the file problem blocking the check.

Are your proof's review details missing or unclear?YesNo
Mark the proof unready and list the missing details.
Writes
  • Checked file version
    Checked file version

    Your library entry shows which proof version the Agent checked.

  • Packet status
    Packet status

    Your library entry shows whether the proof is ready, unready, or blocked.

  • Missing details
    Missing details

    Your library entry names missing review details or the file problem blocking the check.

Mark the proof ready for the checked version.
Writes
  • Checked file version
    Checked file version

    Your library entry shows which proof version the Agent checked.

  • Packet status
    Packet status

    Your library entry shows whether the proof is ready, unready, or blocked.

This Agent waits for a proof in your chosen review folder. It checks the latest file and its review details. It marks the library entry ready or lists missing details for your coordinator.

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Google Drive
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monday.com
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Google Contacts
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Dropbox
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OneDrive
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Made for your industry

Check Proof Packets is made for businesses in these industries.

Made for your role

Check Proof Packets is made for people in these roles.

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Check Proof Packets is made for people in these departments.

How Check Proof Packets works

3 steps, in order, on every run.

  1. Open the new proofOpen the file entered in your chosen review folder. Read its current version and the review details on its library entry.
  2. Check its review detailsCheck that the proof opens and has a reviewer and decision question. Confirm the due date is valid, or list what your coordinator must add.
  3. Mark the library entryWrite the checked version and review status beside the file. List missing details, or mark a file that cannot open as blocked.

How to Get Started

Connect your tools

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

5 tools
Set your rules
  • Choose the document library's review folder; place each proof there only when its review should start.
  • Map the file's reviewer-email, decision-question, due-date, packet-status, and missing-details columns.
  • Give the Agent access to read the file entry and update those packet-result columns.
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 Check Proof Packets:

Which files start a check?

You choose the review folder. A new file created directly in that folder starts the check when its review should begin.

What do I need to set up?

You map the reviewer, decision question, and due date columns. You also choose where the Agent writes the status and missing details, and give it access to the entry.

Can this Agent approve the proof?

No. Your reviewer still makes the decision. This Agent marks whether the file has the details needed for review.

What if the file cannot be opened?

Your coordinator sees a blocked status and a note naming the file problem on its library entry.

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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