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Send PDF Fixes

Send marked PDF fixes to the maker with the next proof deadline

Use this Agent instantly or customize it - no programming needed

Send marked PDF fixes to the maker in chat

Reads

Approval request
Approval request
Your approval task asks for changes and identifies the review that starts this handoff.
Proof link
Proof link
Your task links to the current PDF that the maker needs to fix.
PDF comments
PDF comments
Your reviewer's marks show the corrections requested on the PDF.
Reviewed PDF revision
Reviewed PDF revision
Your PDF comments identify the file revision the reviewer marked.
Current PDF revision
Current PDF revision
Your current file revision shows whether those marks still match the proof.
Maker and reviewer
Maker and reviewer
Your named maker and reviewer keep the fixes with the right people.
Next proof deadline
Next proof deadline
Your next due date tells the maker when the revised proof is needed.

Task management tool

Task management tool

Your task management tool shows the review decision, maker, and deadline, then keeps the fix list.

Shared file service

Shared file service

Your shared file service holds PDF comments and the file revision each comment refers to.

Does the reviewed PDF revision differ from the current file?YesNo

Note the version mismatch on the approval task

Writes

Version discrepancy note
Version discrepancy note
Your task flags the mismatched PDF revision while the maker assignment stays unchanged.

Are the reviewer, maker, or next deadline missing?YesNo

Ask the coordinator on the approval task

Writes

Coordinator question
Coordinator question
Your coordinator sees a question on the task about the missing name or deadline.

Post the fix list on the approval task and message the maker in chat

Writes

Task fix list
Task fix list
Your approval task keeps the same grouped corrections the maker receives.
Maker chat handoff
Maker chat handoff
Your maker gets the marked fixes and next deadline, linked to the proof and task.

Team chat tool

Team chat tool

Your team chat tool delivers the marked fixes and next deadline to the original maker.

This Agent waits for an approval task to request changes on a shared PDF. It checks the current proof version and named people. It posts fixes on the task and sends the maker a chat handoff.

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Slack

Used as:

Team chat tool
Slack delivers the marked fixes and next deadline to the original maker.

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Google Drive

Used as:

Shared file service
Google Drive holds PDF comments and the file revision each comment refers to.

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Trello

Used as:

Task management tool
Trello shows the review decision, maker, and deadline, then keeps the fix list.

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monday.com

Used as:

Task management tool
monday.com shows the review decision, maker, and deadline, then keeps the fix list.

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Asana

Used as:

Task management tool
Asana shows the review decision, maker, and deadline, then keeps the fix list.

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ClickUp

Used as:

Task management tool
ClickUp shows the review decision, maker, and deadline, then keeps the fix list.

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Telegram

Used as:

Team chat tool
Telegram delivers the marked fixes and next deadline to the original maker.

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Dropbox

Used as:

Shared file service
Dropbox holds PDF comments and the file revision each comment refers to.

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WhatsApp Notifications

Used as:

Team chat tool
WhatsApp Notifications delivers the marked fixes and next deadline to the original maker.

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Jira Software Cloud

Used as:

Task management tool
Jira Software Cloud shows the review decision, maker, and deadline, then keeps the fix list.

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Strava

Used as:

Team chat tool
Strava delivers the marked fixes and next deadline to the original maker.

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Microsoft Teams

Used as:

Team chat tool
Microsoft Teams delivers the marked fixes and next deadline to the original maker.

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Google Chat

Used as:

Team chat tool
Google Chat delivers the marked fixes and next deadline to the original maker.

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Microsoft Office 365

Used as:

Shared file service
Microsoft Office 365 holds PDF comments and the file revision each comment refers to.

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Chatwork

Used as:

Team chat tool
Chatwork delivers the marked fixes and next deadline to the original maker.

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WhatsApp Business

Used as:

Team chat tool
WhatsApp Business delivers the marked fixes and next deadline to the original maker.

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Podio

Used as:

Task management tool
Podio shows the review decision, maker, and deadline, then keeps the fix list.

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Jira Service Management

Used as:

Task management tool
Jira Service Management shows the review decision, maker, and deadline, then keeps the fix list.

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Pipefy

Used as:

Task management tool
Pipefy shows the review decision, maker, and deadline, then keeps the fix list.

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Teamwork

Used as:

Task management tool
Teamwork shows the review decision, maker, and deadline, then keeps the fix list.

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Kintone

Used as:

Task management tool
Kintone shows the review decision, maker, and deadline, then keeps the fix list.

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Made for your industry

Send PDF Fixes is made for businesses in these industries.

Advertising and Marketing
Send campaign proof fixes to the maker with the next proof deadline.
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Consumer Packaged Goods
Pass marked packaging proofs to the maker with the next proof deadline.
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Graphic Design
Send marked artwork revisions to the maker with the next proof deadline.
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Publishing
Send page proof corrections to the maker with the next proof deadline.
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Printing
Pass marked print proofs to the maker with the next proof deadline.
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Made for your role

Send PDF Fixes is made for people in these roles.

Creative Operations Coordinator
Keep requested proof fixes on the task as makers get them in chat.
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Art Director
Send your PDF review notes to the maker with the next proof deadline.
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Print Production Coordinator
Route marked print proofs to makers and keep fixes on the task.
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Graphic Designer
Send you linked PDF marks and the next proof deadline in chat.
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Creative Production Coordinator
Send makers marked PDF fixes and the next proof deadline in chat.
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Proofreader
Send your proof corrections to the maker with the next proof deadline.
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Made for your department

Send PDF Fixes is made for people in these departments.

Marketing
Send campaign proof changes to the maker with the next deadline.
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Creative Operations
Keep proof fixes on the task as makers get their chat handoff.
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Creative
Send makers marked PDF revisions with the next proof deadline.
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Editorial
Route page proof corrections to the maker with the next deadline.
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Design
Send designers linked PDF marks and the next proof deadline in chat.
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Production
Keep revision requests on the task while alerting the maker in chat.
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Print Production
Send marked print proofs to makers and keep fixes on the task.
Show all Agents for the Print Production department

How Send PDF Fixes works

5 steps, in order, on every run.

Read the proof and taskRead the current PDF comments and revision. Read the approval task for its decision, maker, and deadline.
Check the proof versionCompare the reviewed PDF with the current file. Note any mismatch on the task and leave assignment unchanged.
Confirm the handoff detailsCheck the maker, reviewer, and deadline. Ask the coordinator on the task if any are missing.
Post the PDF fixesPost grouped fixes on the approval task. Keep the same fix list for the maker's chat handoff.
Message the maker in chatSend a chat message with linked PDF marks and the next proof deadline. Match its fixes to the task's list.

How to Get Started

Connect your tools

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

21 tools

Set your rules

Choose the creative project or task list, identify the review status, and map the maker and reviewer fields.
Specify where the current image or PDF version and due date are recorded.

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 PDF Fixes:

What do I need to set up?

Choose the creative project, review status, and maker and reviewer fields. Point the Agent to the current proof and due date.

What if the reviewed PDF is no longer current?

You see a discrepancy note on the task, and the maker's assignment stays unchanged. Your coordinator can resolve which proof to use.

What if a person or deadline is missing?

The Agent asks your coordinator on the existing task before routing the handoff.

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.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

Published by

Creative Review Essentials

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