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Open Manual Review

Open linked approvals for revised operating manuals

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Open a review for a revised operating manual
Reads
  • manual change alert
    manual change alert

    Your library alerts the Agent when a manual in the watched folder changes.

  • revised operating manual
    revised operating manual

    Your revised manual gives the Agent its current instructions and exact revision ID.

  • prior approval
    prior approval

    Your earlier approval gives the Agent the decision and exact signed-off revision.

  • pending manual reviews
    pending manual reviews

    Your pending reviews show whether someone already opened a task for this revision.

  • approved manual copy
    approved manual copy

    Your retained approved copy lets the Agent compare the previous instructions with the revision.

  • document control rules
    document control rules

    Your document control rules tell the Agent when revised instructions need another approval.

  • reviewer matrix
    reviewer matrix

    Your reviewer matrix identifies who should review each kind of manual.

  • document controller account
    document controller account

    Your controller account tells the Agent where to assign the new task.

  • hold instruction
    hold instruction

    Your hold instruction tells staff to wait for approval before using the revision.

Shared document library
Shared document library

Your shared document library reports manual changes and keeps earlier revisions for comparison.
Shared document library
Review board
Review board

Your review board holds prior decisions and lets the Agent open linked approval tasks.
Review board
Does a pending review already cite this file and revision?YesNo
Reuse the pending review
Is the prior sign-off or its revision ID missing?YesNo
Ask the controller to confirm the missing sign-off
Writes
  • controller follow-up task
    controller follow-up task

    Your controller gets a task naming what needs human review before the revision moves forward.

Is the approved manual revision unavailable?YesNo
Request a manual comparison from the controller
Writes
  • controller follow-up task
    controller follow-up task

    Your controller gets a task naming what needs human review before the revision moves forward.

Are the changes unreadable or the required reviewer unclear?YesNo
Send the uncertainty to the controller for review
Writes
  • controller follow-up task
    controller follow-up task

    Your controller gets a task naming what needs human review before the revision moves forward.

Open a linked approval task with the changes and reviewer
Writes
  • linked approval task
    linked approval task

    Your pending task links the earlier decision to the revision and shows the changes, reviewer, and hold instruction.

This Agent starts when a signed-off operating manual changes in your shared library. It compares the new copy with the approved revision and applies your review rules. It opens a linked approval task for your controller before staff use the revision.

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Google Drive
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Airtable
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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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Pipefy
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Kintone
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Made for your industry

Open Manual Review is made for businesses in these industries.

Made for your role

Open Manual Review is made for people in these roles.

Made for your department

Open Manual Review is made for people in these departments.

How Open Manual Review works

4 steps, in order, on every run.

  1. Identify the replacementRead the changed manual from your shared library. Note its file ID and new revision.
  2. Find the last sign-offFind the last approved task for this manual. Read its decision and revision, then check for an existing review.
  3. Compare the manualsRead the signed-off revision and compare its instructions with the replacement. Apply your review rules to choose the reviewer.
  4. Open the approval taskOpen a pending task for your controller with the reviewer and hold instruction. Link the earlier decision and show both revisions and the changes.

How to Get Started

Connect your tools

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

8 tools
Set your rules
  • Choose the operating manual folder and the approval project; keep each approved task's manual file ID and exact approved revision ID in its description.
  • Provide the document control rules, the reviewer matrix by manual type, the document controller's task account, and the wording used to hold a revised manual from staff use until approval.
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 Open Manual Review:

What do I need for the document review and approval process?

Choose the manual folder and approval project. Provide your rules, reviewer matrix, and hold wording. Each signed-off task needs the file ID and approved revision.

Can this keep a revised manual out of staff use?

Your hold instruction appears in the new task. Your team must follow it; the task does not restrict file access.

What if the earlier approval or reviewer choice is unclear?

Your controller gets a task explaining the gap or uncertainty. They can confirm the sign-off, compare manually, or choose a reviewer.

Will it open another task for the same revision?

Your controller keeps the existing pending review when it names the same file and revision. The Agent does not open a duplicate.

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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