Notifying stakeholders of approval requests or changes

Purpose

1. The automation of notifying stakeholders of approval requests or changes ensures real-time updates on project stages, reduces manual follow-ups, automates communication workflows, increases accountability, improves transparency, and enables automators to streamline the decision-making process within a branding agency environment.

Trigger Conditions

1. Approval step triggered in a project management system.

2. Change detected in project status, task assignment, or milestone progress.

3. Communication requiring stakeholder confirmation or feedback.

4. Comments or edits added to key deliverables.

5. Completed workflow step needing authorization to proceed.

Platform Variants

1. Slack

• Feature/Setting: Incoming Webhooks; configure automations for channel or DM notifications upon approval triggers.
  

2. Microsoft Teams

• Feature/Setting: Teams Bot Framework; set automated messages using approval events API integration.
  

3. Email (SMTP compliant, e.g., Gmail, Office365)

• Feature/Setting: SMTP API; automate outbound stakeholder notifications tied to approval status change.
  

4. Twilio SMS

• Feature/Setting: Programmable Messaging; send automated SMS via Twilio’s REST API using status change as the trigger.
  

5. SendGrid

• Feature/Setting: Mail Send API; configure template-based automated emails triggered on project event updates.
  

6. Asana

• Feature/Setting: Asana Events API; automate alerts for task approval or state change.
  

7. Trello

• Feature/Setting: Power-Up Automation; set trigger-based notifications to board members using action automation.
  

8. Monday.com

• Feature/Setting: Monday Automations; automate status-based notifications to specific users or teams.
  

9. Jira

• Feature/Setting: Jira Webhooks; automated alerts to stakeholders on workflow transition.
  

10. Basecamp

• Feature/Setting: Basecamp API; automate message posts in project threads based on approval steps.
  

11. Zapier

• Feature/Setting: Multi-app workflow automation; configure actions based on approval event triggers.
  

12. HubSpot

• Feature/Setting: Workflow Automation API; automate stakeholder emails at deal or ticket approval points.
  

13. Salesforce

• Feature/Setting: Process Builder & Flow; send automated notifications on record approval workflows.
  

14. Notion

• Feature/Setting: Notion API; automate Slack/email push on database status updates.
  

15. ClickUp

• Feature/Setting: Automation recipes; trigger stakeholder notifications when statuses or assignments change.
  

16. Airtable

• Feature/Setting: Airtable Automations; configure email/SMS notifications on status field changes.
  

17. Smartsheet

• Feature/Setting: Automated alerts and actions; notify via internal/external contacts on approval tasks.
  

18. Google Workspace (Gmail, Chat)

• Feature/Setting: Apps Script/Chat API; send automated email/chat notifications linked to Docs/Sheets status.
  

19. Zoho Projects

• Feature/Setting: Zoho Automation; set up workflow-based automated notifications for approval/review.
  

20. Freshdesk

• Feature/Setting: Automations; issue stakeholder notifications when ticket approval is required.
  

21. Microsoft Power Automate

• Feature/Setting: Flows; automate multi-channel notifications (Teams, Email, SMS) on workflow approvals.
  

22. Intercom

• Feature/Setting: Webhooks + Automated messages; notify stakeholders on conversation or approval step updates.
  

23. Pipedrive

• Feature/Setting: Automation workflows; send notifications on deal approval or status update.
  

24. Zendesk

• Feature/Setting: Triggers & Automations; issue notifications on approval or ticket state change.
  

25. Wrike

• Feature/Setting: Automations; automated notifications on task/project status for team/stakeholders.
  

Benefits

1. Automates notifications, reducing manual management overhead.

2. Ensures stakeholders are informed immediately via diversified automated channels.

3. Increases engagement and accelerates automatable project approvals.

4. Enhances transparency and auditability through automated logs.

5. Minimizes project delays by automating prompt feedback/decision alerts.

6. Supports scaling of stakeholder communication as projects grow.

7. Reduces risk of human error with automated, rule-based distribution.

8. Allows custom automator logic for different approvals, projects, or teams.

9. Strengthens professionalism and accountability with reliable automated notifications.

10. Automating notifications improves overall agency performance, client satisfaction, and brand value.