• AI-Agent
  • Ready to Run

Send Proof for Review

Send proof invitations to reviewers and record the revision shared

Use this Agent instantly or customize it - no programming needed

Invite the reviewer and record the proof version
Reads
  • Ready review request
    Ready review request

    Your ready request names the proof file and reviewer who needs access.

  • Proof version
    Proof version

    Your proof's current version identifies the revision present when the invitation starts.

Review ledger
Review ledger

Your review ledger supplies ready requests and records each invitation's proof version.

File storage
File storage

Your file storage supplies the proof version and sends read-only invitations to reviewers.

File storage
Has this review request already been completed?YesNo
Skip the completed request.
Is the proof file or reviewer email missing?YesNo
Flag the review request for missing details.
Writes
  • Review request flag
    Review request flag

    Your review request shows when details are missing or the proof changed during sharing.

Send the reviewer a read-only proof invitation.
Writes
  • Proof invitation
    Proof invitation

    Your reviewer receives a read-only link to the proof when the invitation succeeds.

Did the invitation fail or only partly succeed?YesNo
Record the invitation failure on the review request.
Writes
  • Invitation failure
    Invitation failure

    Your review request records a failed or partly successful invitation without marking a version sent.

Did the proof version change during the invitation?YesNo
Flag the review request for a fresh handoff.
Writes
  • Review request flag
    Review request flag

    Your review request shows when details are missing or the proof changed during sharing.

Record the successful invitation and proof version.
Writes
  • Proof review log
    Proof review log

    Your review request records the reviewer, proof version, send time, and successful invitation.

This Agent waits for a review request you mark ready. It checks the proof's revision and invites your reviewer. It records the revision after confirming the invitation succeeded and the proof stayed stable.

Modify Agent

Customize this Agent to fit your needs using natural language.

Start Agent for Free

Enter your email address and we will send you a secure link to continue.

Google Drive
Used as:
Show all Agents working with Google Drive
monday.com
Used as:
Show all Agents working with monday.com
Zoom
Used as:
Show all Agents working with Zoom
Google Contacts
Used as:
Show all Agents working with Google Contacts
Dropbox
Used as:
Show all Agents working with Dropbox
OneDrive
Used as:
Show all Agents working with OneDrive

Made for your industry

Send Proof for Review is made for businesses in these industries.

Made for your role

Send Proof for Review is made for people in these roles.

Made for your department

Send Proof for Review is made for people in these departments.

How Send Proof for Review works

5 steps, in order, on every run.

  1. Check the review requestRead the ready request for a proof file and reviewer. Stop and flag missing details.
  2. Capture the proof revisionRead the proof's latest version before inviting the reviewer.
  3. Invite the reviewerSend a read-only invitation with email notification. Record a failure without marking a revision as sent.
  4. Confirm the proof revisionRead the latest version again after the invitation. Flag any change for a fresh handoff.
  5. Record the successful sendRecord the revision after a successful, stable invitation. Add the reviewer and send time to the request.

How to Get Started

Connect your tools

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

6 tools
Set your rules
  • Choose the ready-to-send status and review ledger fields for file ID, reviewer email, sent version, and invitation result.
  • Use a new immutable file for each revision or pause editing during the invitation so the recorded version stays the one shared.
  • Authorize read access to file versions and permission to send sharing invitations.
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 Send Proof for Review:

What do I need to set up?

You choose the ready status and review ledger fields. You grant access to proof versions and sharing invitations.

Which proof revision gets recorded?

Your ledger records the revision only if it stays the same across the invitation. You can pause edits or use a new file for each revision.

What happens if sharing fails or the proof changes?

Your coordinator sees a failure on the review row without a sent revision. If the proof changes during sharing, your coordinator gets a flag for a fresh handoff.

Does the reviewer get edit access?

The reviewer gets read-only access through the invitation. You choose the file and reviewer on the ready request.

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.

Related Agents

Agents related to Send Proof for Review

More ready-to-run Agents for connected work.