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Replace Proof Links

Update review tasks with the latest proof and name the prior reviewer

Use this Agent instantly or customize it - no programming needed

Replace a stale proof link on a review task
Reads
  • Proof change notice
  • Current proof
  • Proof access
  • Review task
  • Review assignment
  • Prior review
Shared file service
Review task tool
Does your task's reviewed version differ from the current proof?YesNo
Note the version mismatch and leave the assignment unchanged
Writes
  • Version discrepancy note
Is your maker, reviewer, or due date missing?YesNo
Ask the coordinator for the missing details on the task
Writes
  • Coordinator question
Is the current revision or prior reviewer still unconfirmed?YesNo
Hold the handoff for a person to check
Writes
  • Handoff hold note
Replace the proof link and name the prior reviewer in a comment
Writes
  • Current proof link
  • Revision handoff comment

This Agent starts when a linked image or PDF proof changes during review. It checks the latest revision and named reviewer. When the proof version matches, it updates the task link and names the prior reviewer.

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Made for your industry

Replace Proof Links is made for businesses in these industries.

Made for your role

Replace Proof Links is made for people in these roles.

Made for your department

Replace Proof Links is made for people in these departments.

How Replace Proof Links works

4 steps, in order, on every run.

  1. Read the current proofRead the task and linked image or PDF. Find the latest file revision, current task link, review status, and reviewer.
  2. Check the reviewed versionCompare the reviewed version with the current file. Add a discrepancy note and leave the assignment unchanged if they differ.
  3. Confirm the review detailsConfirm the maker and reviewer. Ask the coordinator on the task if either is missing or the due date is unset.
  4. Replace the proof linkPoint the task to the latest revision. Comment that it replaces the old proof and name who reviewed the prior version.

How to Get Started

Connect your tools

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

15 tools
Set your rules
  • Choose the creative project or task list, identify the review status, and map the maker and reviewer fields.
  • Specify where the current image or PDF version and due date are recorded.
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 Replace Proof Links:

What do I need to set up?

You choose the creative project and review status. You also point to the current proof link and due date. You map the maker and reviewer fields.

What happens if the proof version does not match?

You see a discrepancy note on the task. Your coordinator can resolve which version the reviewer saw before changing the assignment.

What if the task is missing review details?

Your coordinator gets a question on the existing task if the maker, reviewer, or due date is missing. They can provide the details before routing.

Who makes the creative decision?

Your reviewer makes the approval or creative decision. You name the reviewer on the task so the handoff identifies who saw the prior version.

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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