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Prepare Proof Approval Tasks
Give reviewers the current proof and a clear decision question
Use this Agent instantly or customize it - no programming needed
- Pending approval taskPending approval task
Your approval task enters Pending with a proof attached.
- Attached proofAttached proof
Your task holds the image or PDF that the reviewer will decide on.
- Current proofCurrent proof
Your current proof link identifies the latest version of the file.
- ReviewerReviewer
Your named reviewer owns the decision on this proof.
- MakerMaker
Your named maker is the person responsible for the creative work.
- Decision questionDecision question
Your task states what the reviewer needs to decide about this proof.
- Due dateDue date
Your task gives the reviewer a deadline for the proof decision.
Your approval tool tracks pending proof approvals and lets you clarify the task before review.
- Proof version discrepancy noteProof version discrepancy note
Your task notes the version mismatch while keeping the current assignment.
- Clarification commentClarification comment
Your coordinator sees a question on the task about the missing person or date.
- Approval task summaryApproval task summary
Your reviewer’s task names one current proof, the decision question, and the due date.
This Agent starts when a proof approval task becomes pending. It checks the proof version and reviewer. It updates the task with the exact proof, question, and due date.
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monday.comUsed as:
- Approval tool
monday.com tracks pending proof approvals and lets you clarify the task before review.
Microsoft Office 365Used as:
- Approval tool
Microsoft Office 365 tracks pending proof approvals and lets you clarify the task before review.
KintoneUsed as:
- Approval tool
Kintone tracks pending proof approvals and lets you clarify the task before review.
Made for your industry
Prepare Proof Approval Tasks is made for businesses in these industries.
- Advertising and Marketing
Clarify which campaign proof needs the reviewer's decision.
Show all Agents for the Advertising and Marketing industry - Consumer Packaged Goods
Identify the current package proof in its approval task.
Show all Agents for the Consumer Packaged Goods industry - Graphic Design
Clarify which design proof the reviewer must assess.
Show all Agents for the Graphic Design industry - Publishing
Clarify which publication proof awaits a decision.
Show all Agents for the Publishing industry - Printing
Identify the current print proof in its approval task.
Show all Agents for the Printing industry
Made for your role
Prepare Proof Approval Tasks is made for people in these roles.
- Creative Operations Coordinator
Clarify which visual proof awaits the reviewer's decision.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Put the current campaign proof in the reviewer's task.
Show all Agents for the Campaign Coordinator role - Art Director
Show which visual proof needs your creative decision.
Show all Agents for the Art Director role - Brand Manager
Identify the brand proof awaiting your decision.
Show all Agents for the Brand Manager role - Print Production Coordinator
Identify the current print proof in the approval task.
Show all Agents for the Print Production Coordinator role - Graphic Designer
Clarify which design version the reviewer is deciding on.
Show all Agents for the Graphic Designer role - Creative Production Coordinator
Prepare the review task with the current proof and decision question.
Show all Agents for the Creative Production Coordinator role - Creative Director
Show the current creative proof behind your approval task.
Show all Agents for the Creative Director role - Editor
Identify the current publication proof awaiting your decision.
Show all Agents for the Editor role - Proofreader
Show the current PDF proof and the question you need to answer.
Show all Agents for the Proofreader role
Made for your department
Prepare Proof Approval Tasks is made for people in these departments.
- Marketing
Show which campaign proof awaits the reviewer's decision.
Show all Agents for the Marketing department - Creative Operations
Keep the current proof clear in each approval handoff.
Show all Agents for the Creative Operations department - Creative
Show the current visual proof behind the reviewer's decision.
Show all Agents for the Creative department - Editorial
Name the current publication proof in its approval task.
Show all Agents for the Editorial department - Design
Identify the exact design version the reviewer must assess.
Show all Agents for the Design department - Project Management
Clarify the proof decision due in the review task.
Show all Agents for the Project Management department - Production
Identify the current package proof for its reviewer.
Show all Agents for the Production department - Print Production
Name the current print proof in the approval task.
Show all Agents for the Print Production department
How Prepare Proof Approval Tasks works
3 steps, in order, on every run.
-
Read the pending approval taskRead the approval task when it becomes pending. Find its attached image or PDF proof.
-
Check the proof handoffConfirm the current file matches the reviewed version. Check that the reviewer and due date are present.
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Update the reviewer taskAdd the exact proof and decision question to the task summary. Keep the due date visible for the reviewer.
How to Get Started
Connect the tools you already use, such as monday.com, Microsoft Office 365 or Kintone.
3 tools
- 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.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Prepare Proof Approval Tasks:
You choose the creative project and pending review status. You map the maker and reviewer fields. You also show where the current proof and due date live.
Your coordinator sees a discrepancy note on the task. The assignment stays as it is so a person can confirm the right version.
Your coordinator gets a question on the existing task before routing. You can supply the missing person or due date there.
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.
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