Client approval workflows for draft/artwork previews

Purpose

1. Streamline client approvals for draft/artwork previews by automating notifications, feedback collection, status tracking, and revision loops for airbrushing projects.

2. Ensure no project advances without documented client sign-off, preventing errors, miscommunications, and delivery delays.

3. Centralize communication and file exchange, maintaining a complete approval audit trail for compliance and quality assurance.

4. Enable multi-level review sequences for complex jobs needing layered stakeholder validation.

5. Integrate with popular digital artwork, CRM, and project management systems to unify the service delivery pipeline.

Trigger Conditions

1. Uploaded draft/artwork preview file in project workspace.

2. Manual status change to "Ready for Client Review" on project board.

3. Assignment/completion of specific project milestone requiring approval.

4. Automatic file generation/export from design app (e.g., Photoshop, CorelDRAW).

5. Scheduled approval deadline reached or overdue.

Platform Variants

1. Slack

• Function: Channel notification with file; message scheduled reminders using “chat.postMessage” and “reminders.add”.
  
• Configuration: Connect to project management workspace; set bot to post on file uploads.
  

2. Microsoft Teams

• Function: Automated post in channel; invoke “Create a Teams message” on new artwork version.
  
• Configuration: Bind file upload event to relevant team/channel using Graph API.
  

3. Gmail

• Function: Auto-send feedback request email with image attachment/link using “Send email” action.
  
• Configuration: Use filters to route thread replies and approval status.
  

4. Outlook 365

• Function: Flow to generate actionable email with “Approve”/“Reject” buttons via Power Automate.
  
• Configuration: Approval connector plus dynamic content insertion; track via emailsubject/ID.
  

5. DocuSign

• Function: Route artwork PDF for formal e-signature approval using “Create Envelope”.
  
• Configuration: Preload client and artwork PDF; collect digital signature with recipient workflow.
  

6. Adobe Acrobat Sign

• Function: Digital sign-off on visual preview with “Send Agreement” API.
  
• Configuration: Upload draft and assign recipient for review and signature.
  

7. Trello

• Function: Card move on approval states; use “Add Comment”, “Move Card” APIs.
  
• Configuration: Webhook on approval trigger to advance stage in workflow board.
  

8. Asana

• Function: Add approval task/subtask and post update to project portfolio.
  
• Configuration: Rules to assign, notify on upload, attach files to approval task.
  

9. Monday.com

• Function: Update item status, send automated approval request via “change_column_value”.
  
• Configuration: Set column for approval, trigger notification integrations.
  

10. Jira

• Function: Create “Approval” workflow state; transition issues/tasks via REST API.
  
• Configuration: Custom approval status type and automation rule; add attachments.
  

11. ClickUp

• Function: “Approve/Reject” task custom field automation; embed artwork.
  
• Configuration: Task triggered when draft attached; send comment/approval update.
  

12. Zendesk

• Function: Create ticket for each approval phase; email customer via trigger.
  
• Configuration: Automatically attach artwork; custom fields for approval status.
  

13. HubSpot

• Function: Sequence to send review email, log approval decision in contact record.
  
• Configuration: Workflow triggers on file addition to deal/team note.
  

14. Salesforce

• Function: Deploy Approval Process; invoke via “Submit for Approval” Apex/Flow.
  
• Configuration: Attach draft as note; send automated client prompt for action.
  

15. Dropbox

• Function: Upload triggers request for approval/feedback via shared link.
  
• Configuration: Webhook on file upload, email sequence to stakeholders.
  

16. Google Drive

• Function: Shared file request for comment/approval; use “Create Comment/Reply”.
  
• Configuration: Monitor folder, auto-share file with review permissions.
  

17. Notion

• Function: Approval database property updated, send client notification/comment.
  
• Configuration: Automation triggers on “Pending Approval” state, mentioned users.
  

18. Airtable

• Function: Record status selector for approval; automate request emails using “SendGrid block”.
  
• Configuration: Attachment field triggers status/form send to client.
  

19. Twilio SMS

• Function: Send SMS prompt on new draft upload; gather reply as feedback.
  
• Configuration: API triggers SMS with quick reply for approval code.
  

20. SendGrid

• Function: Email campaign to clients with image preview and interactive buttons.
  
• Configuration: Dynamic template API, track click/approve events, log responses.
  

21. Zapier

• Function: Multi-step workflow integrating approval events between apps; use “Webhooks” action.
  
• Configuration: Trigger execution from file upload to notification, status check, update.
  

Benefits

1. Shorter turnaround—instant alerting and approval routing reduce idle time.

2. Fewer errors—ensures only approved work is finalized and delivered.

3. Improved client satisfaction—visible, traceable approval loop enhances trust.

4. Less manual oversight—minimizes repetitive follow-ups and admin tasks.

5. Centralized record—full audit trail satisfies compliance, training, and dispute needs.

6. Enhanced scale—handles more projects and clients with the same team.

7. Cross-platform flexibility—works with clients’ existing preferred tools.

8. Automated reminders—clients are nudged to action, keeping timelines on track.