Purpose
1.2. Automates version control and file tracking for contracts, proposals, creative briefs, or proof submissions.
1.3. Orchestrates multi-stage review and approval, including notifications, permission management, and archival functions.
1.4. Ensures compliance, timely feedback, and swift sign-off for creative deliverables, externally or internally.
1.5. Accelerates project execution, reduces errors, and secures digital paper trails by automating and centralizing all document interactions.
Trigger Conditions
2.2. Receipt of approval request via web form or email, automatically initiating workflow.
2.3. Deadline approaching for project or task, automating reminder dispatches for pending approvals.
2.4. Signature or annotation added, triggering the next automated approval stage.
2.5. Automatic triggers upon predefined changes in project management or contract management databases.
Platform Variants
3.1. Google Drive
- API: Files: watch → automate detection of new uploads and changes; Permissions: create → automated sharing for collaborators.
3.2. Dropbox
- API: /files/list_folder/longpoll → automatedly watches for new files; /sharing/add_file_member automates review sharing.
3.3. Microsoft OneDrive
- API: delta → automatedly detects file changes; invite → automate collaborative review invitations.
3.4. DocuSign
- API: Envelopes:create → automates document sending for signatures; RecipientViews:create automates approval links.
3.5. Adobe Sign
- API: transientDocuments → automates file uploading; agreements:create automates signature requests and tracking.
3.6. Slack
- Feature: Workflow Builder → automate approval request messaging; Incoming Webhooks → automated status notifications.
3.7. Trello
- API: Cards:add → automatedly creates approval cards; Comments:add → updates stakeholders automatically.
3.8. Asana
- API: Tasks:create → automates creation of approval tasks; Stories:create automates status messaging.
3.9. Monday.com
- API: create_item → automate new approval item; change_column_values → automates updates to approval status.
3.10. Airtable
- API: createRecord → automate new approval record; updateRecord automatedly advances approval steps.
3.11. Notion
- API: createPage → automate document intake; updateDatabase → automates the status progression.
3.12. Box
- API: events → automate detection of file alterations; collaborations → automates reviewer assignments.
3.13. Zoho Sign
- API: sendDocument → automate documents for signature; getDocumentStatus → automated approval tracking.
3.14. PandaDoc
- API: Create Document → automate new document approval cycles; Send Document automates for signatures.
3.15. HelloSign
- API: signature_request/send → automates signature initiations; signature_request/remind → automated reminders.
3.16. Jotform
- Feature: Approval Flows → automate approval logic; Email Notifications automates reviewer alerts.
3.17. Salesforce
- API: ProcessInstance → automate approval processes; Approval.Process automates record routing.
3.18. HubSpot
- API: Workflows endpoint → automate document follow-up; Engagements automates approval reminders.
3.19. Smartsheet
- API: Row Attachments → automates document intake; Update Requests automates document review prompts.
3.20. SharePoint
- Feature: Power Automate integration → automate document library workflow; Approval Flow automates sign-off route.
3.21. ClickUp
- API: Task Templates → automated approval tasks; Automations automates outcome-based notifications.
3.22. GitHub
- API: Pull Requests:create → automate creative approval submissions; Issues:comment automates reviewer feedback.
3.23. Zendesk
- API: Tickets:create → automate approval tickets; Triggers automates notification of document status.
Benefits
4.2. Automated reminders and escalations minimize delays and the risk of missed approvals.
4.3. Automates compliance documentation, securing digital records for legal or audit purposes.
4.4. Automatedly reduces manual entry and potential errors in file and document management.
4.5. Automator connects disparate tools, creating a seamless, unified experience for creative professionals.
4.6. Enables automatable scale for teams handling multiple, concurrent deliverables.
4.7. Automating the process increases transparency and accountability throughout document approval cycles.