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Route Proof Reviews

Turn proof uploads into reviewer tasks and direct messages

Use this Agent instantly or customize it - no programming needed

Turn a proof handoff into a reviewer request
Reads
  • proof handoff message
    proof handoff message

    Your maker's new message starts the run. It names the reviewer, question, and deadline.

  • uploaded proof
    uploaded proof

    Your uploaded PDF or image supplies the file the reviewer needs to inspect.

  • reviewer mapping
    reviewer mapping

    Your reviewer mapping connects each reviewer to a direct chat and task assignee.

Team chat app
Team chat app

monday.com provides proof uploads and sends the checked file to the reviewer.

Does the proof fail the file check, or are review details missing?YesNo
Ask the maker for a valid proof or missing detail in the intake thread
Writes
  • intake thread reply
    intake thread reply

    Your maker learns what is missing or that the reviewer message failed.

Create an assigned review task with the question, deadline, and proof name
Writes
  • review task
    review task

    Your reviewer gets an assigned task with the question and deadline. It records the sent message after delivery.

Task management app
Task management app

Your task management app assigns the review and records which message reached the reviewer.

Task management app
Send the checked proof and task link to the reviewer in chat
Writes
  • reviewer message
    reviewer message

    Your reviewer gets the checked proof in a direct chat message with the task link.

Did the reviewer message fail to send?YesNo
Mark the task awaiting delivery and tell the maker in the intake thread
Writes
  • review task
    review task

    Your reviewer gets an assigned task with the question and deadline. It records the sent message after delivery.

  • intake thread reply
    intake thread reply

    Your maker learns what is missing or that the reviewer message failed.

Add the sent message ID and proof name to the review task
Writes
  • review task
    review task

    Your reviewer gets an assigned task with the question and deadline. It records the sent message after delivery.

This Agent picks up a proof handoff in your chosen intake chat. It checks the uploaded file and review details before assigning a task. It sends the proof to the reviewer and records that message on the task.

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Slack
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Trello
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monday.com
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ClickUp
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Zoom
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Google Chat
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Chatwork
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Podio
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Made for your industry

Route Proof Reviews is made for businesses in these industries.

Made for your role

Route Proof Reviews is made for people in these roles.

Made for your department

Route Proof Reviews is made for people in these departments.

How Route Proof Reviews works

5 steps, in order, on every run.

  1. Read Proof HandoffFetch the intake message and uploaded proof. Read the review question and deadline from the maker's handoff.
  2. Check Review DetailsCheck the file and review details against your intake template. Ask the maker in the intake thread for anything missing or unreadable.
  3. Assign Review TaskCreate a task for the mapped reviewer with the proof name and decision question. Add the deadline and intake message reference.
  4. Message the ReviewerUpload the proof to the reviewer's direct chat. Send the question and task link with the deadline. Mark the task as awaiting delivery and tell the maker if chat delivery fails.
  5. Record Sent MessageAdd the sent message ID and proof name to the review task so the task names the delivered request.

How to Get Started

Connect your tools

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

8 tools
Set your rules
  • Choose a dedicated intake chat space and require each handoff message to name one uploaded PDF or image, one reviewer, a decision question, and a due date.
  • Map reviewer chat user IDs to direct-message spaces and reviewer task user IDs; choose the review task list.
  • Use uploaded chat files for this flow; a linked cloud file needs its own file provider.
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 Route Proof Reviews:

What do I need to set up?

You choose an intake chat and review task list. You map each reviewer to a direct chat and task assignee. You ask makers to include an uploaded proof, question, and due date.

Can makers share a cloud file link?

This flow uses files uploaded in chat. A linked cloud file needs its own file provider.

What if the proof or review details are missing?

The Agent asks the maker for the missing item in the intake thread. Your reviewer receives no task or direct message from that handoff.

What if chat delivery fails after the task is created?

The Agent marks the task as awaiting delivery. It tells the maker in the intake thread.

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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