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Check Reviewer File Access

Check board access to files for assigned campaign reviewers

Use this Agent instantly or customize it - no programming needed

Check access to a review card's file
Reads
  • Ready review card
    Ready review card

    Your card's Ready status starts a check using its current details.

  • Assigned reviewer
    Assigned reviewer

    Your card names the person who needs to open the review file.

  • Review file
    Review file

    Your card holds the uploaded file the reviewer needs to open.

  • Board privacy
    Board privacy

    Your board's private status determines whether its subscriber list can settle access.

  • Board subscribers
    Board subscribers

    Your board's direct subscriber list shows who has been invited to the private board.

  • File column visibility
    File column visibility

    Your setup confirms that board subscribers can view the file column.

Review board
Review board

Your review board starts checks on Ready cards, supplies reviewer and board access details, and shows the result.

Review board
Is the reviewer or file missing or unclear?YesNo
Mark needs a person to check and name the unclear detail
Writes
  • File access result
    File access result

    Your card shows whether the reviewer can open the file or needs an invite or a person to check.

Is the board no longer private or the file an external link?YesNo
Mark needs a person to check because board access cannot settle file access
Writes
  • File access result
    File access result

    Your card shows whether the reviewer can open the file or needs an invite or a person to check.

Is the reviewer a direct board subscriber?YesNo
Mark can open and name the reviewer and file
Writes
  • File access result
    File access result

    Your card shows whether the reviewer can open the file or needs an invite or a person to check.

Mark needs board invite and name the reviewer and file
Writes
  • File access result
    File access result

    Your card shows whether the reviewer can open the file or needs an invite or a person to check.

This Agent waits for a review card to reach Ready. It checks the assigned reviewer's board access to the attached file. Then it records the result on the card.

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Google Drive
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Airtable
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Made for your industry

Check Reviewer File Access is made for businesses in these industries.

Made for your role

Check Reviewer File Access is made for people in these roles.

Made for your department

Check Reviewer File Access is made for people in these departments.

How Check Reviewer File Access works

3 steps, in order, on every run.

  1. Read the ready review cardRead the assigned reviewer and uploaded file when a card reaches Ready. Check the private board's direct member list.
  2. Decide the access resultMark direct members can open and others need a board invite. Flag uncertain cases for a person to check.
  3. Record the result on the cardWrite the result to the review card. Add a short reason naming the reviewer and file.

How to Get Started

Connect your tools

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

7 tools
Set your rules
  • Choose a private review board and identify its reviewer, uploaded file, readiness and access-result columns.
  • Confirm the file column has no separate view restriction and reviewers are assigned as individual users, not teams.
  • Choose the access-result labels: can open, needs board invite and needs a person to check.
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 Reviewer File Access:

What needs to be set up first?

Choose your private review board and the columns for reviewers and uploaded files. Choose the Ready status and access result labels, too.

How does the access check work?

Your reviewer needs direct membership on the private board for a can open result. You confirm the file column has no extra view restriction. The result does not test sign-in.

What happens when the Agent cannot verify access?

Your card shows needs a person to check, with a reason. Your coordinator can resolve missing details or inspect external links. They can also check boards that are no longer private.

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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