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Hold Scope Signoff
Hold pending scope signoff after a revision appears in review chat
Use this Agent instantly or customize it - no programming needed
- Scope revision messageScope revision message
Your review channel message describes the changed scope and links the approval item.
- Scope approvalScope approval
Your linked approval shows its current decision status and the reviewer responsible for signoff.
- Decision status settingsDecision status settings
Your chosen Pending and On hold values tell the Agent when to pause a decision.
Your review chat app supplies scope revisions from your chosen channel and links to their messages.
Your approval tool shows the linked approval's decision and reviewer, then holds the decision with a note.
- Approval statusApproval status
Your pending scope approval shows On hold so the reviewer waits for version confirmation.
- Reviewer noteReviewer note
Your approval item shows the scope change, message link, and question about which version to approve.
This Agent sees a scope revision in your chosen review channel. It checks the linked approval and holds it if still pending. It adds a note with the change and message link.
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SlackUsed as:
- Review chat app
Slack supplies scope revisions from your chosen channel and links to their messages.
AirtableUsed as:
- Approval tool
Airtable shows the linked approval's decision and reviewer, then holds the decision with a note.
- Review chat app
Airtable supplies scope revisions from your chosen channel and links to their messages.
monday.comUsed as:
- Approval tool
monday.com shows the linked approval's decision and reviewer, then holds the decision with a note.
ZoomUsed as:
- Review chat app
Zoom supplies scope revisions from your chosen channel and links to their messages.
Google ChatUsed as:
- Review chat app
Google Chat supplies scope revisions from your chosen channel and links to their messages.
ChatworkUsed as:
- Review chat app
Chatwork supplies scope revisions from your chosen channel and links to their messages.
PodioUsed as:
- Approval tool
Podio shows the linked approval's decision and reviewer, then holds the decision with a note.
- Review chat app
Podio supplies scope revisions from your chosen channel and links to their messages.
KintoneUsed as:
- Approval tool
Kintone shows the linked approval's decision and reviewer, then holds the decision with a note.
- Review chat app
Kintone supplies scope revisions from your chosen channel and links to their messages.
Made for your industry
Hold Scope Signoff is made for businesses in these industries.
- Advertising and Marketing
Hold campaign scope signoff when the review chat announces a revision.
Show all Agents for the Advertising and Marketing industry - IT Services
Hold implementation scope approval after a revision appears in chat.
Show all Agents for the IT Services industry - Consulting
Pause client engagement signoff when the scope changes in review chat.
Show all Agents for the Consulting industry - Construction
Hold construction scope signoff when the team posts a revision.
Show all Agents for the Construction industry - Architecture and Engineering
Pause design scope approval when a revision reaches the review chat.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Pause engagement scope signoff when a revised plan reaches review chat.
Show all Agents for the Management Consulting industry
Made for your role
Hold Scope Signoff is made for people in these roles.
- Project Coordinator
Hold pending scope signoff and attach the revision for the reviewer.
Show all Agents for the Project Coordinator role - Project Manager
Pause scope approval until the reviewer confirms which version to sign.
Show all Agents for the Project Manager role
Made for your department
Hold Scope Signoff is made for people in these departments.
- Project Management
Pause scope signoff when a revision is shared for review.
Show all Agents for the Project Management department - Client Services
Hold client scope approval and point reviewers to the revision.
Show all Agents for the Client Services department
How Hold Scope Signoff works
4 steps, in order, on every run.
-
Find the revision messageRead new posts in your chosen review channel. Skip posts without a clear scope change and one approval link.
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Link the scope announcementGet a direct link to the revision message using its channel and timestamp.
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Check the linked signoffCheck that the linked item is a pending scope approval and find its reviewer. Leave decided or held items untouched.
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Hold the pending decisionSet the linked approval to On hold. Add the scope change and chat link in an item note. Ask the reviewer which version to approve.
How to Get Started
Connect the tools you already use, such as Slack, Airtable or monday.com.
8 tools
- Choose the review chat channel where scope revisions are announced, and require each announcement to include the approval item link and a short description of the changed scope.
- Choose the scope approval board, identify its decision status and reviewer fields, and set its Pending and On hold values.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Hold Scope Signoff:
Choose the review channel and approval board. Set the Pending and On hold values. Ask your team to include an approval link and scope change in revision posts.
Your approval stays untouched. Ask your team to include one item link and describe what changed before the Agent can proceed.
No. Your approved, rejected, or held items stay as they are, and the Agent adds no duplicate hold note.
Your reviewer sees the scope change and a link to the exact chat message in the approval item's note. The note asks which scope version to approve.
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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