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Open Proof Approval Subitems

Create dated review tasks for campaign proofs ready for signoff

Use this Agent instantly or customize it - no programming needed

Open a review subitem for a ready proof
Reads
  • Ready status change
    Ready status change

    Your item's move to Ready starts a run and identifies the production item.

  • Current proof
    Current proof

    Your production item holds the proof the reviewer needs to judge.

  • Reviewer
    Reviewer

    Your production item names the person who will decide on the proof.

  • Launch date
    Launch date

    Your production item's launch date sets the review deadline.

  • Pending approval subitems
    Pending approval subitems

    Your item's pending approval subitems show whether this proof already has a review task.

  • Decision question
    Decision question

    Your chosen question asks the reviewer to approve the proof or request changes.

  • Review deadline rule
    Review deadline rule

    Your review deadline falls two business days before launch.

Campaign board
Campaign board

Your campaign board holds each proof and launch date, plus its review subitems.

Campaign board
Is the proof, reviewer, or launch date missing?YesNo
Add a note naming the missing details
Writes
  • Missing-detail note
    Missing-detail note

    Your production item gets a note naming the missing proof, reviewer, or launch date.

Does a pending approval subitem already name this proof?YesNo
Keep the existing approval subitem
Calculate the deadline from the launch date
Create the approval subitem with the proof, question, reviewer, and deadline
Writes
  • Approval subitem
    Approval subitem

    Your reviewer gets a dated subitem linked to the production item and its current proof.

This Agent starts when a campaign draft reaches Ready. It checks the current proof and launch date. It opens a dated approval subitem for the assigned reviewer under the production item.

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Google Drive
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Airtable
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monday.com
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Google Contacts
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Kintone
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Made for your industry

Open Proof Approval Subitems is made for businesses in these industries.

Made for your role

Open Proof Approval Subitems is made for people in these roles.

Made for your department

Open Proof Approval Subitems is made for people in these departments.

How Open Proof Approval Subitems works

4 steps, in order, on every run.

  1. Read the ready draftRead the current proof and reviewer from the production item. Check the launch date; add a missing-detail note if anything is absent.
  2. Check for an existing reviewKeep a pending approval subitem if it already names the same proof. Avoid opening another review task for that proof.
  3. Set the review due dateCalculate the review deadline using your chosen two-business-day rule. Pair the current proof with the approval question.
  4. Open the approval subitemCreate a pending subitem under the production item with the proof and due date. Assign the reviewer and include your decision question.

How to Get Started

Connect your tools

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

5 tools
Set your rules
  • Choose the production board, the Ready status, the proof file column, the reviewer column, and the launch date column.
  • Set the reviewer question to 'Approve this proof for launch, or request changes?' and set the approval due date to two business days before the launch date.
  • Choose the approval subitem fields for proof, question, reviewer, due date, and parent item link.
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 Proof Approval Subitems:

What do I need on my production board?

You choose the Ready status and the fields to use. Your team adds a proof, reviewer, and launch date to each item.

How is the review due date set?

You set the review rule to two business days before launch. The Agent uses the item's launch date to calculate the due date.

What happens if a proof or review detail is missing?

Your team gets a missing-detail note on the Ready item. No approval subitem opens without the proof, reviewer, and launch date.

Will it create a second task for the same proof?

No. If a pending approval subitem already names the current proof, your reviewer keeps that task and no duplicate opens.

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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