Content Creation & ApprovalPurpose
1.2. Automating notifications, reminders, and approval collection accelerates client sign-off, centralizes feedback, improves audit trails, and reduces manual follow-up for PR agencies.
1.3. Automatedly route content drafts to clients, collect and consolidate their responses, and update internal systems on approval status for continuous workflow visibility.
Trigger Conditions
2.2. Status change in project management platform to “Ready for Client Review.”
2.3. Designer or writer marks item as “Draft Complete.”
2.4. Scheduled or recurring deadlines requiring automatic approval requests.
2.5. Manual initiation by content manager for urgent reviews.
Platform Variants
3.1. Slack
• Feature/Setting: Incoming Webhooks or Workflow Builder; send automated draft approval messages to designated channels with action buttons.
3.2. Microsoft Teams
• Feature/Setting: Teams Connector or Approvals API; deliver automated approval requests directly to relevant stakeholders.
3.3. Email via Outlook API
• Feature/Setting: Office 365 Mail API; generate and send out automated approval request emails with embedded response options.
3.4. Gmail API
• Feature/Setting: Gmail send endpoint; automate outbound approval requests and reminders for draft sign-off.
3.5. DocuSign
• Feature/Setting: Envelope Create API; automate sending documents for client e-signature as draft approval and manage status updates.
3.6. Adobe Sign
• Feature/Setting: Transient Document API; automate draft delivery for legally-binding e-approvals and store signed records.
3.7. Trello
• Feature/Setting: Webhooks and Card Actions; add an approval checklist and move cards upon client response.
3.8. Asana
• Feature/Setting: Asana Tasks API; auto-create tasks tagged “Awaiting Approval,” assign to client, and monitor status.
3.9. Monday.com
• Feature/Setting: Automations Center; trigger update pulses when drafts are marked “Pending Approval” and notify stakeholders.
3.10. Jira
• Feature/Setting: Issue Transition API; automate transition of issues to "Approval Required" and send notifications to watchers.
3.11. Google Drive
• Feature/Setting: Drive API permissions update; share draft and trigger automated email requesting approval with comment rights.
3.12. Dropbox
• Feature/Setting: File Request and Paper API; automate collection of approval feedback directly on draft files.
3.13. Box
• Feature/Setting: File Collaboration API; share files for review and automate reminders for approval based on deadlines.
3.14. Zapier
• Feature/Setting: Automation Zaps; connect sharing and messaging tools to automate approval workflows across multiple apps.
3.15. Google Forms
• Feature/Setting: Form Submit API; create custom approval forms tied to drafts and automate notification on submission.
3.16. Typeform
• Feature/Setting: Form Webhooks; automate sending approval request forms and collecting structured feedback.
3.17. Salesforce
• Feature/Setting: Approval Process and Workflow Rules; trigger automated approval requests when a draft reaches a stage.
3.18. HubSpot
• Feature/Setting: Workflows; when content is ready, auto-send approval request email and track status in CRM.
3.19. Zoho CRM
• Feature/Setting: Blueprint and Workflow Automation; automate draft submission and approval step within pipeline.
3.20. Twilio SMS
• Feature/Setting: Programmable Messaging API; send real-time SMS alerts for instant draft approval reminders to clients.
Benefits
4.2. Automatable tracking of request status leads to reliable audit trails for accountability and compliance.
4.3. Accelerates client feedback cycles, reducing project turnaround, and automating communication channels.
4.4. Reduces human error by automatedly documenting every step from creation to approval.
4.5. Increases transparency, letting PR teams automatorly monitor all pending, approved, or rejected drafts in one dashboard.