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Send Proof Packets
Send current proofs and decision deadlines to named reviewers by email
Use this Agent instantly or customize it - no programming needed
- Ready proof cardReady proof card
Your proof card starts the handoff when it enters Ready with a named reviewer.
- Current proofCurrent proof
Your card's current image or PDF is the file the reviewer needs to see.
- Review versionReview version
Your card names the proof version this decision covers.
- ReviewerReviewer
Your named reviewer and their email address identify who should receive the proof.
- MakerMaker
Your named maker keeps the creative decision and any requested fixes with a person.
- Decision questionDecision question
Your decision question tells the reviewer what to approve or change.
- Decision deadlineDecision deadline
Your due date tells the reviewer when their decision is needed.
Your review card shows when a proof is ready and holds its file and review details.
- Proof discrepancy noteProof discrepancy note
Your coordinator sees which proof version needs attention before the handoff continues.
- Missing details requestMissing details request
Your coordinator gets a request to fill in the missing details on the existing task.
- Proof packet emailProof packet email
Your reviewer gets one email with the current proof, decision question, card link, and deadline.
Your email sends the named reviewer the current proof and decision deadline.
This Agent waits for a proof card ready for its named reviewer. It checks the current file version and review details. It emails the proof and decision deadline to the reviewer.
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GmailUsed as:
- Email
Gmail sends the named reviewer the current proof and decision deadline.
NotionUsed as:
- Review card
Notion shows when a proof is ready and holds its file and review details.
Microsoft OutlookUsed as:
- Email
Microsoft Outlook sends the named reviewer the current proof and decision deadline.
AirtableUsed as:
- Review card
Airtable shows when a proof is ready and holds its file and review details.
TrelloUsed as:
- Review card
Trello shows when a proof is ready and holds its file and review details.
monday.comUsed as:
- Review card
monday.com shows when a proof is ready and holds its file and review details.
ZoomUsed as:
- Email
Zoom sends the named reviewer the current proof and decision deadline.
BrevoUsed as:
- Email
Brevo sends the named reviewer the current proof and decision deadline.
Microsoft Office 365Used as:
- Email
Microsoft Office 365 sends the named reviewer the current proof and decision deadline.
SmartsheetUsed as:
- Review card
Smartsheet shows when a proof is ready and holds its file and review details.
ClickSend SMSUsed as:
- Email
ClickSend SMS sends the named reviewer the current proof and decision deadline.
SendGridUsed as:
- Email
SendGrid sends the named reviewer the current proof and decision deadline.
BasecampUsed as:
- Review card
Basecamp shows when a proof is ready and holds its file and review details.
Zoho MailUsed as:
- Email
Zoho Mail sends the named reviewer the current proof and decision deadline.
PodioUsed as:
- Review card
Podio shows when a proof is ready and holds its file and review details.
- Email
Podio sends the named reviewer the current proof and decision deadline.
Campaign MonitorUsed as:
- Email
Campaign Monitor sends the named reviewer the current proof and decision deadline.
GetResponseUsed as:
- Email
GetResponse sends the named reviewer the current proof and decision deadline.
MailgunUsed as:
- Email
Mailgun sends the named reviewer the current proof and decision deadline.
MailjetUsed as:
- Email
Mailjet sends the named reviewer the current proof and decision deadline.
PipefyUsed as:
- Review card
Pipefy shows when a proof is ready and holds its file and review details.
- Email
Pipefy sends the named reviewer the current proof and decision deadline.
lemlistUsed as:
- Email
lemlist sends the named reviewer the current proof and decision deadline.
FrontUsed as:
- Email
Front sends the named reviewer the current proof and decision deadline.
SuperchatUsed as:
- Email
Superchat sends the named reviewer the current proof and decision deadline.
ActiveCampaign PostmarkUsed as:
- Email
ActiveCampaign Postmark sends the named reviewer the current proof and decision deadline.
Mailchimp TransactionalUsed as:
- Email
Mailchimp Transactional sends the named reviewer the current proof and decision deadline.
Microsoft ExchangeUsed as:
- Email
Microsoft Exchange sends the named reviewer the current proof and decision deadline.
KintoneUsed as:
- Review card
Kintone shows when a proof is ready and holds its file and review details.
Made for your industry
Send Proof Packets is made for businesses in these industries.
- Advertising and Marketing
Email campaign proofs to reviewers with a decision deadline.
Show all Agents for the Advertising and Marketing industry - Graphic Design
Email the current artwork proof to its reviewer with a deadline.
Show all Agents for the Graphic Design industry - Consumer Packaged Goods
Send packaging artwork proofs for review with a decision deadline.
Show all Agents for the Consumer Packaged Goods industry - Printing
Send the current print proof to its reviewer with a decision deadline.
Show all Agents for the Printing industry - Publishing
Email publication proofs to reviewers with a decision deadline.
Show all Agents for the Publishing industry
Made for your role
Send Proof Packets is made for people in these roles.
- Creative Operations Coordinator
Email the current proof to its reviewer with a clear decision deadline.
Show all Agents for the Creative Operations Coordinator role - Art Director
Deliver the current visual proof for your review with a deadline.
Show all Agents for the Art Director role - Print Production Coordinator
Send print proofs to the named reviewer with a decision deadline.
Show all Agents for the Print Production Coordinator role - Brand Manager
Deliver current packaging artwork for your review with a deadline.
Show all Agents for the Brand Manager role - Graphic Designer
Email your current artwork proof to the reviewer with a deadline.
Show all Agents for the Graphic Designer role - Project Coordinator
Route the current project proof by email with a review deadline.
Show all Agents for the Project Coordinator role - Creative Director
Deliver the current campaign proof for your review with a deadline.
Show all Agents for the Creative Director role - Editorial Coordinator
Send publication proofs to the named reviewer with a deadline.
Show all Agents for the Editorial Coordinator role - Proofreader
Deliver the current proof for your review with a decision deadline.
Show all Agents for the Proofreader role - Editor
Deliver the current publication proof for your review with a deadline.
Show all Agents for the Editor role - Client Delivery Manager
Send client proofs to the named reviewer with a decision deadline.
Show all Agents for the Client Delivery Manager role
How Send Proof Packets works
4 steps, in order, on every run.
-
Read the Ready Proof CardRead the current proof and reviewer from the card. Find the version and deadline you set up for review.
-
Check the Proof VersionCheck that the reviewed version matches the current file. Note any discrepancy on the card and leave assignment unchanged.
-
Confirm the Review DetailsCheck that the reviewer, maker, and due date are present. Ask the coordinator on the card before routing if any are missing.
-
Send the Proof PacketSend one email with the current proof and decision deadline to the named reviewer. Include the question on the card.
How to Get Started
Connect the tools you already use, such as Gmail, Notion or Microsoft Outlook.
27 tools
- 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.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Proof Packets:
You choose the project or task list and its ready for review status. The card also needs a named reviewer and an image or PDF proof.
You specify where your team records the current image or PDF version and due date. The Agent reads those details from the card when review starts.
The coordinator gets a question on the existing card if the reviewer, maker, or due date is missing. You can fill in the detail before routing.
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 Send Proof Packets
More ready-to-run Agents for connected work.
Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.
31 toolsYour reviewers get a clear task for the current proof. They know what decision to make and when it is due.
8 toolsYour review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
18 toolsYour approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
18 tools