- AI-Agent
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Refresh Campaign Drafts
Attach revised campaign PDFs to review tasks and notify reviewers in chat
Use this Agent instantly or customize it - no programming needed
- Campaign PDF draftsCampaign PDF drafts
Your campaign PDFs carry campaign IDs in their names and modification times that show the latest revision.
- Pending approval tasksPending approval tasks
Your pending tasks identify each campaign, its assigned reviewer, and the draft version already attached.
- Campaign review settingsCampaign review settings
You choose the draft folder, PDF naming rule, approval project, and workday scan time.
- Reviewer chat recipientsReviewer chat recipients
Your reviewer map links each task assignee to a private chat recipient.
Your file storage service holds the campaign PDFs that the Agent scans for newer versions.
Your task manager holds pending approval tasks and receives each revised draft and version comment.
- Revised draft attachmentRevised draft attachment
Your pending approval task gains the revised PDF for its assigned reviewer.
- Revision commentRevision comment
Your approval task shows the new draft's name, file ID, and modification time.
- Reviewer chat noticeReviewer chat notice
Your reviewer gets a private task link with the new draft's name and version.
Your team chat app delivers a private task link to the assigned reviewer after the new draft is attached.
This Agent scans your shared folder at the workday time you choose. It matches revised PDFs to pending campaign approval tasks. It attaches the new draft and messages the assigned reviewer.
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SlackUsed as:
- Team chat app
Slack delivers a private task link to the assigned reviewer after the new draft is attached.
Google DriveUsed as:
- Task manager
Google Drive holds pending approval tasks and receives each revised draft and version comment.
- File storage service
Google Drive holds the campaign PDFs that the Agent scans for newer versions.
AirtableUsed as:
- Task manager
Airtable holds pending approval tasks and receives each revised draft and version comment.
- Team chat app
Airtable delivers a private task link to the assigned reviewer after the new draft is attached.
monday.comUsed as:
- Task manager
monday.com holds pending approval tasks and receives each revised draft and version comment.
AsanaUsed as:
- Team chat app
Asana delivers a private task link to the assigned reviewer after the new draft is attached.
ClickUpUsed as:
- Team chat app
ClickUp delivers a private task link to the assigned reviewer after the new draft is attached.
TelegramUsed as:
- Team chat app
Telegram delivers a private task link to the assigned reviewer after the new draft is attached.
Google ContactsUsed as:
- Task manager
Google Contacts holds pending approval tasks and receives each revised draft and version comment.
- File storage service
Google Contacts holds the campaign PDFs that the Agent scans for newer versions.
DropboxUsed as:
- File storage service
Dropbox holds the campaign PDFs that the Agent scans for newer versions.
WhatsApp NotificationsUsed as:
- Team chat app
WhatsApp Notifications delivers a private task link to the assigned reviewer after the new draft is attached.
OneDriveUsed as:
- File storage service
OneDrive holds the campaign PDFs that the Agent scans for newer versions.
Google ChatUsed as:
- Team chat app
Google Chat delivers a private task link to the assigned reviewer after the new draft is attached.
ChatworkUsed as:
- Team chat app
Chatwork delivers a private task link to the assigned reviewer after the new draft is attached.
PodioUsed as:
- Team chat app
Podio delivers a private task link to the assigned reviewer after the new draft is attached.
KintoneUsed as:
- Task manager
Kintone holds pending approval tasks and receives each revised draft and version comment.
- Team chat app
Kintone delivers a private task link to the assigned reviewer after the new draft is attached.
Made for your industry
Refresh Campaign Drafts is made for businesses in these industries.
- Advertising and Marketing
Attach revised client campaign drafts to approval tasks and alert reviewers.
Show all Agents for the Advertising and Marketing industry - Retail
Put revised promotional drafts on pending campaign review tasks.
Show all Agents for the Retail industry - Consumer Packaged Goods
Keep brand campaign approvals current with revised draft PDFs.
Show all Agents for the Consumer Packaged Goods industry - Graphic Design
Send revised campaign artwork to the right review task and reviewer.
Show all Agents for the Graphic Design industry
Made for your role
Refresh Campaign Drafts is made for people in these roles.
- Campaign Manager
Keep campaign approvals current when a draft changes.
Show all Agents for the Campaign Manager role - Creative Operations Coordinator
Attach the latest campaign PDFs to review tasks and notify assignees.
Show all Agents for the Creative Operations Coordinator role - Campaign Coordinator
Match revised campaign drafts to pending approvals and alert reviewers.
Show all Agents for the Campaign Coordinator role - Art Director
Send a chat link when revised campaign artwork reaches your review task.
Show all Agents for the Art Director role - Graphic Designer
Carry your revised campaign PDF to its review task and alert its reviewer.
Show all Agents for the Graphic Designer role - Brand Manager
Attach revised brand campaign drafts to your approval task.
Show all Agents for the Brand Manager role - Creative Director
Bring revised campaign drafts to your approval task with a chat link.
Show all Agents for the Creative Director role
Made for your department
Refresh Campaign Drafts is made for people in these departments.
- Marketing
Keep campaign approvals current when a draft changes.
Show all Agents for the Marketing department - Creative
Put revised campaign drafts on the review tasks for your team.
Show all Agents for the Creative department - Creative Operations
Attach revised campaign PDFs to approval tasks and alert reviewers.
Show all Agents for the Creative Operations department - Design
Bring revised campaign artwork to its review task for approval.
Show all Agents for the Design department
How Refresh Campaign Drafts works
4 steps, in order, on every run.
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Scan for revised draftsFind the latest PDF for each campaign in your chosen folder. Download drafts newer than those already on pending reviews.
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Match pending reviewsMatch each revised draft to one pending task by campaign ID. Leave drafts with missing or duplicate matches for your coordinator.
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Update the approval taskAttach each new PDF to its matching task. Add a comment with its file name and version details.
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Notify the reviewerMessage the assigned reviewer with the task link and draft name after the upload succeeds. Skip the notice if no reviewer is mapped.
How to Get Started
Connect the tools you already use, such as Slack, Google Drive or Airtable.
15 tools
- Choose the shared draft folder and require a campaign ID in each PDF file name.
- Choose the campaign approval project and its campaign-ID field.
- Map approval-task assignees to private chat recipients and set the scan time.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Refresh Campaign Drafts:
Choose a shared folder and put the campaign ID in each PDF name. Use the same ID on approval tasks in the project you choose.
Your coordinator can resolve missing or duplicate campaign IDs. The Agent leaves those files in the shared folder without attaching them.
You choose the workday scan time and map task assignees to private chat recipients. Reviewers get a task link after a successful upload.
Your coordinator can resolve a failed download, oversized PDF, or missing reviewer map. The Agent stops that case before sending a chat message.
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.
Agents related to Refresh Campaign Drafts
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