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Attach Campaign Drafts
Attach new campaign drafts to their matching review cards
Use this Agent instantly or customize it - no programming needed
- New attachment alertNew attachment alert
A new attachment alert identifies the upload and its production card.
- Draft attachmentDraft attachment
Your production card holds the draft file, its name, and its link.
- Review card linkReview card link
Your production card identifies the review card for this campaign.
- Review cardReview card
Your review card shows whether review is open and which draft links it already holds.
- Draft rulesDraft rules
Your chosen file types and naming pattern identify campaign drafts.
Your card management tool alerts the Agent to new drafts and holds both the production and review cards.
- Review card attachmentReview card attachment
Your review card holds the current draft link so reviewers can open the file.
- Version noteVersion note
Your review card names the draft and links back to its production card.
This Agent waits for a designer to attach a draft to a production card. It checks the draft and linked review card. It adds the current draft and a version note for your reviewers.
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NotionUsed as:
- Card management tool
Notion alerts the Agent to new drafts and holds both the production and review cards.
AirtableUsed as:
- Card management tool
Airtable alerts the Agent to new drafts and holds both the production and review cards.
monday.comUsed as:
- Card management tool
monday.com alerts the Agent to new drafts and holds both the production and review cards.
AsanaUsed as:
- Card management tool
Asana alerts the Agent to new drafts and holds both the production and review cards.
ClickUpUsed as:
- Card management tool
ClickUp alerts the Agent to new drafts and holds both the production and review cards.
SmartsheetUsed as:
- Card management tool
Smartsheet alerts the Agent to new drafts and holds both the production and review cards.
BasecampUsed as:
- Card management tool
Basecamp alerts the Agent to new drafts and holds both the production and review cards.
PodioUsed as:
- Card management tool
Podio alerts the Agent to new drafts and holds both the production and review cards.
PipefyUsed as:
- Card management tool
Pipefy alerts the Agent to new drafts and holds both the production and review cards.
TeamworkUsed as:
- Card management tool
Teamwork alerts the Agent to new drafts and holds both the production and review cards.
KintoneUsed as:
- Card management tool
Kintone alerts the Agent to new drafts and holds both the production and review cards.
Made for your industry
Attach Campaign Drafts is made for businesses in these industries.
- Advertising and Marketing
Put each new campaign draft on its brand review card.
Show all Agents for the Advertising and Marketing industry
Made for your role
Attach Campaign Drafts is made for people in these roles.
- Creative Operations Coordinator
Move the latest campaign draft to its review card.
Show all Agents for the Creative Operations Coordinator role - Brand Manager
Show the new campaign draft and its version on your review card.
Show all Agents for the Brand Manager role
How Attach Campaign Drafts works
3 steps, in order, on every run.
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Find the matching review cardRead the production card's review-card ID and find the new draft. Keep the draft on its production card for your coordinator to link if the ID is missing or invalid.
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Check the draft and review cardCheck the file against your chosen draft types and naming pattern. Skip the draft if a newer one exists or the review card is closed.
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Add the draft and version noteAdd the draft link and a version comment when the review card lacks that link. Name the file and link its production card in the comment.
How to Get Started
Connect the tools you already use, such as Notion, Airtable or Trello.
12 tools
- Choose the campaign production list and the review list on the same board.
- Add a review-card ID field to each production card and give reviewers access to both cards.
- Choose the file types and naming pattern used for campaign drafts.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Campaign Drafts:
Choose your production and review lists. Put the review card's ID on each production card. Set draft file types and a naming pattern. Give reviewers access to both cards.
Your closed review card receives no new draft. The production card keeps the file.
Your production card keeps the draft. Your coordinator can link the review card before the next draft arrives.
Give reviewers access to both cards. The review card links to the source draft, so reviewers need access to the production card to open it.
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 Attach Campaign Drafts
More ready-to-run Agents for connected work.
Your brand reviewer gets the current campaign draft and the decision needed together on the review task.
14 toolsYour reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.
15 toolsYour creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
20 toolsYour review rows point to the latest mapped campaign drafts, so the team can open the current file without chasing links.
13 tools