Communication & CollaborationPurpose
1.2. Notify stakeholders of required approvals or comments on ad campaigns, creatives, budgets, or strategies.
1.3. Record all feedback in a uniform format, centralize communication, and log decision history for future audits and compliance.
1.4. Automate escalations and reminders to expedite and streamline approvals for client-facing deliverables and internal resources.
Trigger Conditions
2.2. Request for client or management approval on campaign budgets.
2.3. Changes made to project timelines, deliverables, or resources.
2.4. Due date approach with pending approvals.
2.5. Direct email, form, or chat-based feedback from stakeholders.
Platform Variants
3.1. Microsoft Teams
– Feature: Approvals App
– Setting: Use Power Automate connector to trigger approval flows from Teams posts.
3.2. Slack
– Feature: Workflow Builder
– Setting: Configure message shortcut to send documents for approval via Slack Workflow steps.
3.3. Gmail
– Feature: Filters & Add-ons
– Setting: Use a label trigger to forward requests to integrated workflow automation.
3.4. Outlook
– Feature: Rules & Power Automate
– Setting: Set rule for incoming approval emails, forward to group and log in SharePoint.
3.5. Monday.com
– Feature: Automations
– Setting: Activate “When a status changes to review, notify approver” automation.
3.6. Asana
– Feature: Rules
– Setting: Configure rule: “Task moved to Review → send approval request to manager.”
3.7. Trello
– Feature: Butler Automation
– Setting: Card moved to ‘Approval Needed’ list → send Slack notification to relevant team.
3.8. Wrike
– Feature: Request Forms
– Setting: Submit form auto-triggers approval workflow and logs feedback as comments.
3.9. Jira
– Feature: Service Desk Approvals
– Setting: Use transition post-function to auto-request approval on status change.
3.10. ClickUp
– Feature: Automations
– Setting: On “Waiting for Approval” status, send Docs & comment requests to approver.
3.11. Salesforce
– Feature: Process Builder
– Setting: Automate submission of record for approval when Opportunity moves through stages.
3.12. HubSpot
– Feature: Workflows
– Setting: Use workflow trigger from form submission to send approval notification to manager.
3.13. Zoho Creator
– Feature: Approval Workflow
– Setting: On data form submit, trigger approval function and send auto email follow-up.
3.14. Smartsheet
– Feature: Automated Workflows
– Setting: Sheet row update triggers approval request to predefined contacts.
3.15. Google Forms
– Feature: Apps Script
– Setting: On form submit, call script to route for approval and feedback collection.
3.16. DocuSign
– Feature: API
– Setting: Envelope completion triggers webhook to send final approval status.
3.17. Adobe Sign
– Feature: Agreements API
– Setting: Upon signature completion, update CRM and notify project owner.
3.18. Dropbox Sign
– Feature: Callback URLs
– Setting: When a document is signed, send event to central communication channel.
3.19. Notion
– Feature: Integration API
– Setting: Status property change triggers Slack mention and email to approvers.
3.20. Airtable
– Feature: Automations
– Setting: Field update triggers approval request email including feedback form link.
3.21. Basecamp
– Feature: To-do Lists + Notifications
– Setting: Complete to-do item auto-triggers ping to project approver group.
3.22. Intercom
– Feature: Bot Flows
– Setting: Inbound feedback triggers bot escalation and routes to approval group.
3.23. Zendesk
– Feature: Triggers
– Setting: New ticket tagged as “approval” routes to manager group and requests action.
3.24. Pipefy
– Feature: Approval Phases
– Setting: Phase transition triggers automated request to assigned reviewer.
3.25. SAP SuccessFactors
– Feature: Workflow Engine
– Setting: Defined event triggers multi-level approval and feedback loop.
Benefits
4.2. Improves transparency by centrally logging every action, decision, and comment.
4.3. Reduces approval bottlenecks with automatic reminders and escalations.
4.4. Ensures compliance and audit-readiness by maintaining a comprehensive approval trail.
4.5. Increases client and team satisfaction with clear, timely feedback and approvals.