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Send Checked Proofs

Send finished proofs to reviewers after the task checklist passes

Use this Agent instantly or customize it - no programming needed

Send checked proofs from review-ready tasks
Reads
  • Review-ready task
    Review-ready task

    Your task's move into review-ready status starts the proof check.

  • Required checklist
    Required checklist

    Your chosen checklist items show whether the proof has passed each required check.

  • Final proof
    Final proof

    Your task names the final attachment so the reviewer gets the intended file.

  • Reviewer and decision question
    Reviewer and decision question

    Your task identifies who should review the proof and what decision they need to make.

  • Review deadline
    Review deadline

    Your task gives the reviewer a deadline for the decision.

  • Earlier request comments
    Earlier request comments

    Your task comments show whether someone already sent this proof for review.

  • Reviewer chat destination
    Reviewer chat destination

    Your reviewer mapping identifies where to send their review request.

Task management tool
Task management tool

Your task management tool holds the checklist, proof attachment, and delivery comments.

Task management tool
Is a required checklist item unfinished or the named proof unavailable?YesNo
Comment with the missing check or proof name, then stop.
Writes
  • Task comment
    Task comment

    Your task records the sent request or tells your coordinator why the proof could not move forward.

Is the reviewer or deadline missing?YesNo
Comment with what the coordinator needs to add, then stop.
Writes
  • Task comment
    Task comment

    Your task records the sent request or tells your coordinator why the proof could not move forward.

Do earlier comments show this proof was already requested?YesNo
Stop before sending a duplicate request.
Send the proof, question, task link, and deadline to the reviewer.
Writes
  • Reviewer chat request
    Reviewer chat request

    Your reviewer gets the proof, decision question, task link, and deadline in chat.

Chat tool
Chat tool

Your chat tool sends the proof to the reviewer and returns the message ID.

Chat tool
Did chat delivery fail?YesNo
Comment with the delivery failure, then stop.
Writes
  • Task comment
    Task comment

    Your task records the sent request or tells your coordinator why the proof could not move forward.

Comment with the proof, checklist pass, reviewer, and sent message ID.
Writes
  • Task comment
    Task comment

    Your task records the sent request or tells your coordinator why the proof could not move forward.

This Agent waits for a task to enter brand review. It checks your required checklist and named final proof, then messages the reviewer. It records the sent chat request on your task.

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Slack
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Google Drive
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Airtable
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Asana
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ClickUp
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Zoom
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Telegram
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Google Contacts
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Google Chat
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Chatwork
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Made for your industry

Send Checked Proofs is made for businesses in these industries.

Made for your role

Send Checked Proofs is made for people in these roles.

Made for your department

Send Checked Proofs is made for people in these departments.

How Send Checked Proofs works

4 steps, in order, on every run.

  1. Read the Review TaskRead the review task, including its checklist, named proof, and earlier requests. Find the reviewer, question, and deadline.
  2. Check Proof ReadinessConfirm the required checklist is complete, the proof opens, and no request exists. Comment with missing details and stop.
  3. Message the ReviewerSend the proof or accessible attachment link with the decision question. Include the task link and deadline.
  4. Record the RequestRecord the proof name and checklist pass on the task. Add the reviewer and sent chat message ID.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Google Drive or Airtable.

14 tools
Set your rules
  • Choose the brand review list, Ready for brand review status, required checklist item names, and task field containing the reviewer and decision question.
  • Map reviewer identities to chat destinations, and require the task description to name the final attachment and deadline.
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 Checked Proofs:

How do I choose what counts as ready?

You choose the review list, status, and required checklist items. Name the final proof in the task description.

Where does the reviewer message go?

You map each reviewer to a chat destination. Add the decision question to the task field. Put the deadline in the description.

What happens when something is missing?

Your coordinator sees a task comment naming the missing check, proof, reviewer, or deadline. The reviewer gets no request on that run.

How is a sent request recorded?

Your task comment names the proof, reviewer, checklist pass, and chat message ID. A delivery failure goes into a task comment instead.

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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