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Check Reviewer Access

Verify campaign reviewers can open linked asset files

Use this Agent instantly or customize it - no programming needed

Check reviewer access to the campaign file

Reads

Card in Review
Card in Review
Your card starts this check when it enters Review with a file link.
Reviewer
Reviewer
Your card names the person who needs to open the asset.
Linked file
Linked file
Your card links to the asset the reviewer needs to open.
File permissions
File permissions
Your file permissions show whether the reviewer can open the current asset.
Campaign owner
Campaign owner
Your campaign owner resolves missing or conflicting details before the review continues.

Campaign board

Campaign board

Your campaign board holds review cards and shows the owner when file access blocks a reviewer.

Asset file service

Asset file service

Your asset file service shows who can open the linked file and whether sharing is available.

Are the review details missing or conflicting?YesNo

Ask the campaign owner to resolve the details

Writes

Clarification request
Clarification request
Your campaign owner gets a request to resolve details before the review continues.

Does the reviewer lack access to the linked file?YesNo

Comment on the card with the access blocker

Writes

Reviewer access on card
Reviewer access on card
Your card shows whether the reviewer can open the file and flags an access blocker.

Show that the reviewer can open the file on the card

Writes

Reviewer access on card
Reviewer access on card
Your card shows whether the reviewer can open the file and flags an access blocker.

This Agent runs when a campaign card enters Review with a linked file. It checks the assigned reviewer’s access and records the result on the card. It leaves a comment for the card owner when sharing blocks review.

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Google Drive

Used as:

Asset file service
Google Drive shows who can open the linked file and whether sharing is available.

Show all Agents working with Google Drive

ClickUp

Used as:

Campaign board
ClickUp holds review cards and shows the owner when file access blocks a reviewer.

Show all Agents working with ClickUp

Dropbox

Used as:

Asset file service
Dropbox shows who can open the linked file and whether sharing is available.

Show all Agents working with Dropbox

OneDrive

Used as:

Asset file service
OneDrive shows who can open the linked file and whether sharing is available.

Show all Agents working with OneDrive

Microsoft SharePoint

Used as:

Asset file service
Microsoft SharePoint shows who can open the linked file and whether sharing is available.

Show all Agents working with Microsoft SharePoint

Podio

Used as:

Campaign board
Podio holds review cards and shows the owner when file access blocks a reviewer.
Asset file service
Podio shows who can open the linked file and whether sharing is available.

Show all Agents working with Podio

Box

Used as:

Asset file service
Box shows who can open the linked file and whether sharing is available.

Show all Agents working with Box

Pipefy

Used as:

Asset file service
Pipefy shows who can open the linked file and whether sharing is available.

Show all Agents working with Pipefy

Made for your industry

Check Reviewer Access is made for businesses in these industries.

Advertising and Marketing
Check file access before campaign creative goes to reviewers.
Show all Agents for the Advertising and Marketing industry
Retail
Check reviewer access to promotional assets on campaign cards.
Show all Agents for the Retail industry
Graphic Design
Show whether reviewers can open artwork linked to campaign cards.
Show all Agents for the Graphic Design industry
Consumer Packaged Goods
Flag blocked reviewer access to product campaign assets.
Show all Agents for the Consumer Packaged Goods industry

Made for your role

Check Reviewer Access is made for people in these roles.

Creative Operations Coordinator
Check asset sharing and flag blockers on review cards.
Show all Agents for the Creative Operations Coordinator role
Campaign Manager
Show which campaign reviews need a file access fix.
Show all Agents for the Campaign Manager role
Project Coordinator
Flag file access blockers for the owner of each review card.
Show all Agents for the Project Coordinator role
Marketing Operations Coordinator
Spot blocked reviewer access during campaign handoffs.
Show all Agents for the Marketing Operations Coordinator role

How Check Reviewer Access works

3 steps, in order, on every run.

Read the campaign cardRead the assigned reviewer and linked file on the card. Ask the named campaign owner to resolve any missing or conflicting details.
Check file accessCheck the linked file’s permissions for the assigned reviewer. Confirm whether that reviewer can open the file.
Update the campaign cardRecord whether the reviewer can open the file. Comment with an access blocker for the card owner when sharing needs fixing.

How to Get Started

Connect your tools

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

9 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 Check Reviewer Access:

What do I need to set up?

Choose the campaign scope and connect your card and file tools. Map the reviewer and file fields your team uses. Name the owner who handles missing details.

What happens if the reviewer cannot open the file?

The Agent comments on your card with the access blocker. Your card owner can fix sharing before the review request.

What if the card has missing or conflicting details?

The Agent asks your named campaign owner to resolve the details. Your review stays pending until they do.

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

Trello

Works with

Trello

Industries

Industries

Roles

Roles

Published by

Campaigns Essentials

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