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Attach Draft Versions

Add current draft file links to campaign review cards

Use this Agent instantly or customize it - no programming needed

Attach a new draft version to its review card
Reads
  • Draft file update
    Draft file update

    Your updated draft provides its file ID, link, and version time.

  • Review card
    Review card

    Your review card shows the attachments already shared with the campaign team.

  • Campaign review details
    Campaign review details

    Your campaign setup identifies the review card and the details required before sharing.

File storage tool
File storage tool

Your file storage tool supplies each updated draft's link and version time.

File storage tool
Project management tool
Project management tool

Your project management tool holds the review card, its attachments, and the new version note.

Project management tool
Are the file or required review details missing or conflicting?YesNo
Leave the review pending and ask the campaign owner to resolve it.
Writes
  • Question for campaign owner
    Question for campaign owner

    Your campaign owner gets a question about the details blocking the review.

Does a link or request already exist for this version and update?YesNo
Link to the existing review.
Writes
  • Review card link
Attach the current draft link and comment with its version time.
Writes
  • Current draft link
    Current draft link

    Your review card gains one link to the current draft version.

  • Version note
    Version note

    Your card gets a comment with the draft's version time.

  • Review card link

This Agent starts when a campaign draft file changes. It checks the matching card for an existing link. It attaches the current link and adds a version note for your team.

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Google Drive
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Notion
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Airtable
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Dropbox
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OneDrive
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Microsoft SharePoint
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Microsoft Office 365
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Smartsheet
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Podio
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Made for your industry

Attach Draft Versions is made for businesses in these industries.

Made for your role

Attach Draft Versions is made for people in these roles.

How Attach Draft Versions works

3 steps, in order, on every run.

  1. Read the Updated DraftRead the changed file's link and update time. Identify the draft version for the campaign.
  2. Find the Campaign CardFind the mapped campaign card and check its attachments. Ask the campaign owner when required details conflict.
  3. Attach the Current VersionAttach the file link and add a version note when the card lacks that version. Skip another attachment when the link already exists.

How to Get Started

Connect your tools

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

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 Attach Draft Versions:

What do I need to set up?

You choose the campaign scope and connect your file and card tools. You map the asset details, set a review window, and name someone to resolve gaps.

What if the file link is already on the card?

You won't get another attachment for the same link. The Agent checks the card's attachments before adding the current version.

What happens when campaign details are missing?

The Agent asks your named campaign owner to resolve missing or conflicting details. Your review stays pending until those details are clear.

Does this Agent approve the campaign creative?

Your team makes the approval decision. The Agent adds the draft link for review and does not approve 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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