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Send Card Review Requests

Send complete campaign cards to their named reviewers in chat

Use this Agent instantly or customize it - no programming needed

Send ready campaign cards to the reviewer
Reads
  • Review list move
    Review list move

    A move to your Review list starts the handoff for that card.

  • Campaign scope
    Campaign scope

    Your selected campaign board sets which cards belong in this handoff.

  • Current campaign card
    Current campaign card

    Your card shows who reviews the current file. It also carries the deadline and review question.

  • Review rules
    Review rules

    Your selected fields and labels show when a card is ready or has a decision.

  • Earlier review request
    Earlier review request

    An earlier request shows whether this card version already reached a reviewer.

  • Human review decision
    Human review decision

    Your reviewer's decision shows whether the card already has approval or requested changes.

Campaign card board
Campaign card board

Your campaign card board shows when a card enters review and holds its current details.

Campaign card board
Has the reviewer already approved or requested changes?YesNo
Stop with the existing review decision
Does this card version already have a request from this move?YesNo
Link to the existing review request
Writes
  • Existing request link
Are any required card details missing or conflicting?YesNo
Ask the campaign owner to resolve the details
Writes
  • Question for the campaign owner
    Question for the campaign owner

    Your campaign owner gets a question about the details that need fixing before review.

Team chat app
Team chat app

Your team chat app sends the reviewer a direct request. It asks the campaign owner about missing details.

Team chat app
Send one review request to the named reviewer
Writes
  • Card review request
    Card review request

    Your named reviewer gets the card and current file links. The message asks for a decision by the deadline.

This Agent starts when a complete campaign card reaches Review. It checks the current file and earlier requests. Then it sends the reviewer a decision request in chat.

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Made for your industry

Send Card Review Requests is made for businesses in these industries.

Made for your role

Send Card Review Requests is made for people in these roles.

Made for your department

Send Card Review Requests is made for people in these departments.

How Send Card Review Requests works

4 steps, in order, on every run.

  1. Check the review detailsRead the card's current file and named reviewer. Check its deadline and review question before sending.
  2. Resolve missing detailsAsk the campaign owner to settle missing or conflicting details. Leave the review pending until they do.
  3. Avoid duplicate requestsCheck for a request or revision for this card version and move to Review. Link to existing work if found.
  4. Send the review requestSend the named reviewer a chat message with the decision needed and deadline. Include the card and current file.

How to Get Started

Connect your tools

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

15 tools
Set your rules
  • Select the campaign scope and connect the tools named in the feature slots.
  • Map the asset ID, owner, reviewer, file, review question, due date, and human decision fields or labels used by this campaign.
  • Set the review window and the person to ask when an asset has missing or conflicting details.
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 Card Review Requests:

Can I choose which campaign cards start a review request?

Yes. You select the campaign scope and map the fields and labels your team uses for review.

What happens when review details are missing?

The review stays pending. Your chosen campaign owner resolves missing or conflicting details before the request goes out.

Will it send another request for the same card?

If a request or revision already exists for the same card version and trigger, it links to that work instead of sending another.

Does it approve the creative?

No. Your reviewer makes the decision. The Agent sends the request and does not approve creative or publish material.

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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