Automated requests for client creative approvals

Purpose

1.1. Facilitate automated collection and tracking of client approvals on ad creatives, ensuring rapid feedback, audit trails, and reduced project delays.
1.2. Streamline the sharing, notification, and response capture process across various communication and project management channels.
1.3. Eliminate repetitive outreach and manual logging by integrating approval processes into established workflows and document repositories.
1.4. Support transparency for account managers, clients, and creative teams regarding asset status and outstanding approvals.

Trigger Conditions

2.1. New creative asset moved to "Awaiting Client Approval" in project management system.
2.2. Designer uploads file to a specific location (cloud drive, asset portal).
2.3. Creative marked as "Ready for Review" in DAM (Digital Asset Management) platform.
2.4. Deadline for client response reached without activity.
2.5. Client comments submitted via email or portal but not marked as approval/denial.

Platform Variants

3.1. Slack
 • Feature/Setting: Incoming Webhooks. Sample—Configure POST request with asset link/approval buttons to client’s workspace channel.
3.2. Microsoft Teams
 • Feature/Setting: Actionable Cards API. Sample—Send adaptive card with approve/decline options, tied to asset metadata.
3.3. Gmail (Google Workspace)
 • Feature/Setting: Apps Script automation. Sample—Auto-send structured approval email when asset label updates, parse replies for “Approved/Changes Needed.”
3.4. Outlook (Microsoft 365)
 • Feature/Setting: Power Automate trigger. Sample—Trigger when flagged message sent to client, apply condition on keywords for decision logging.
3.5. DocuSign
 • Feature/Setting: eSignature API. Sample—Generate approval doc template with embedded creative and enforce sign/decline action.
3.6. Adobe Acrobat Sign
 • Feature/Setting: Automated Workflow API. Sample—Send for digital signature on PDFs with creative asset attached, track completion.
3.7. ClickUp
 • Feature/Setting: Task status change triggers. Sample—Notify client with approval options when subtask flagged as “Ready for Review.”
3.8. Monday.com
 • Feature/Setting: Automations Center. Sample—Trigger external notification/integrated message for approval each time a creative pulses to review.
3.9. Asana
 • Feature/Setting: Rules/Custom Fields API. Sample—Push asset file as attachment with approval workflow, listen for client-side status change.
3.10. Trello
 • Feature/Setting: Butler Automation. Sample—Send notification to client card, capture check-mark as approval.
3.11. Salesforce
 • Feature/Setting: Process Builder. Sample—Set up approval request on Opportunity or Campaign object when creative asset linked/filed.
3.12. HubSpot
 • Feature/Setting: Workflow automation. Sample—Send templated review email and update deal/ticket based on response trigger.
3.13. AirTable
 • Feature/Setting: Automations & Buttons. Sample—Create approval button per asset row, trigger client email, log clicks as decisions.
3.14. Box
 • Feature/Setting: Workflow Automations. Sample—Request approval on file upload to “Approvals” folder, send notification to client users.
3.15. Dropbox
 • Feature/Setting: File Request & Paper API. Sample—Notify upon new asset, log approvals via Paper “checklist,” sync to asset meta.
3.16. Google Drive
 • Feature/Setting: Drive API push notification. Sample—Trigger email on new file in “For Approval” folder, ingest responses using Google Forms.
3.17. Notion
 • Feature/Setting: Database Automation. Sample—Update client-facing page/property on asset status, embed approve button per creative entry.
3.18. Zendesk
 • Feature/Setting: Request Tracking Workflow. Sample—Create ticket on creative release, allow email/web approval, close ticket on approval.
3.19. Intercom
 • Feature/Setting: Custom Bot/API. Sample—Initiate approval dialog when client enters portal or replies to creative release bot chat.
3.20. Mailchimp
 • Feature/Setting: Campaign Workflow. Sample—Auto-send approval campaign to segmented clients, trigger next asset phase on CTA click.

Benefits

4.1. Accelerates creative cycles by reducing manual follow-ups and wait times.
4.2. Reduces operational workload on agency staff, freeing resources for core creative tasks.
4.3. Ensures accurate documentation and audit trails of all approvals and client notes.
4.4. Supports multi-channel and client-preferred communications, improving client experience.
4.5. Minimizes risks of overlooked assets or untracked feedback, increasing overall reliability.