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Log Proof Handoffs
Record sent proof revisions and reviewers in a separate ledger
Use this Agent instantly or customize it - no programming needed
- Sent status changeSent status change
Your status change identifies the proof, its send time, and this handoff.
- Frozen proof revisionFrozen proof revision
Your frozen revision identifies exactly which proof version the reviewer received.
- ReviewerReviewer
Your reviewer identifies who received the proof.
- Review item linkReview item link
Your item link lets the team find the proof behind the ledger entry.
Your review board reports sent proofs, holds their handoff details, and flags missing details.
- Needs send details statusNeeds send details status
Your coordinator sees which proof needs a revision or reviewer before ledger entry.
- Proof send rowProof send row
Your ledger keeps the proof link, frozen revision, reviewer, and send time in one dated row.
Your send ledger keeps a dated row for each proof send, including its revision and reviewer.
This Agent waits for a proof to move to Sent. It checks the frozen revision and reviewer. It adds a dated handoff to your separate ledger.
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Google DriveUsed as:
- Review board
Google Drive reports sent proofs, holds their handoff details, and flags missing details.
- Send ledger
Google Drive keeps a dated row for each proof send, including its revision and reviewer.
AirtableUsed as:
- Review board
Airtable reports sent proofs, holds their handoff details, and flags missing details.
- Send ledger
Airtable keeps a dated row for each proof send, including its revision and reviewer.
monday.comUsed as:
- Review board
monday.com reports sent proofs, holds their handoff details, and flags missing details.
- Send ledger
monday.com keeps a dated row for each proof send, including its revision and reviewer.
Google ContactsUsed as:
- Review board
Google Contacts reports sent proofs, holds their handoff details, and flags missing details.
- Send ledger
Google Contacts keeps a dated row for each proof send, including its revision and reviewer.
PodioUsed as:
- Review board
Podio reports sent proofs, holds their handoff details, and flags missing details.
KintoneUsed as:
- Review board
Kintone reports sent proofs, holds their handoff details, and flags missing details.
- Send ledger
Kintone keeps a dated row for each proof send, including its revision and reviewer.
Made for your industry
Log Proof Handoffs is made for businesses in these industries.
- Advertising and Marketing
Log the campaign proof revision each client reviewer received.
Show all Agents for the Advertising and Marketing industry - Consumer Packaged Goods
Record the packaging proof revision sent to each reviewer.
Show all Agents for the Consumer Packaged Goods industry - Graphic Design
Record which design proof revision each reviewer received.
Show all Agents for the Graphic Design industry - Publishing
Track which page proof revision went to each reviewer.
Show all Agents for the Publishing industry - Printing
Capture the print proof revision sent for approval.
Show all Agents for the Printing industry
Made for your role
Log Proof Handoffs is made for people in these roles.
- Creative Operations Coordinator
Log each proof handoff with its reviewer and revision.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Log the campaign proof revision sent for review.
Show all Agents for the Campaign Coordinator role - Account Executive
Record the proof revision sent to each client reviewer.
Show all Agents for the Account Executive role - Print Production Coordinator
Log the print proof revision sent for approval.
Show all Agents for the Print Production Coordinator role - Editorial Coordinator
Record which page proof revision each reviewer received.
Show all Agents for the Editorial Coordinator role - Creative Operations Manager
Track the proof revision each reviewer received in a dated ledger.
Show all Agents for the Creative Operations Manager role - Client Delivery Manager
Keep a dated record of proof revisions sent to clients.
Show all Agents for the Client Delivery Manager role
Made for your department
Log Proof Handoffs is made for people in these departments.
- Marketing
Log the campaign proof revision sent to each reviewer.
Show all Agents for the Marketing department - Editorial
Record the page proof revision sent for review.
Show all Agents for the Editorial department - Creative
Record which creative proof revision went out for review.
Show all Agents for the Creative department - Creative Operations
Keep a dated ledger of each proof revision sent for review.
Show all Agents for the Creative Operations department - Client Services
Log the proof revision each client reviewer was sent.
Show all Agents for the Client Services department - Print Production
Record the print proof revision sent for approval.
Show all Agents for the Print Production department
How Log Proof Handoffs works
3 steps, in order, on every run.
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Read the proof handoffRead the board item when its status changes to Sent. Collect the frozen revision and reviewer for the handoff.
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Check the send detailsCheck that the proof has a frozen revision and reviewer. Mark the item Needs send details for the coordinator when either is missing.
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Log the proof sendAdd the proof link and send details to your separate ledger. Date the row to the status change, and skip repeated status events.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
6 tools
- Choose the review board, Sent status label, and destination ledger table.
- Require the sender to freeze the revision label, reviewer, and send time on the item before changing its status.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Log Proof Handoffs:
You choose the review board, Sent label, and destination ledger. Your team freezes the revision and reviewer, then records send time before marking Sent.
Your coordinator gets a Needs send details flag on the board item. Your ledger stays unchanged while they fill in the missing details.
No. Your ledger gets a single row for the same Sent status change, even if its notice repeats.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
Agents related to Log Proof Handoffs
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