Purpose
1.2. Streamline feedback and approval from multiple stakeholders by automating notifications, status tracking, and escalation for pending actions.
1.3. Minimize manual follow-ups and bottlenecks in creative project cycles through rule-based automation of task assignments and reminders.
Trigger Conditions
2.2. Status of a deliverable changes, e.g., “awaiting approval,” “revision requested.”
2.3. Deadline approaches without action; automatable escalation sequence initiates.
2.4. Approval received or revision completed, triggering next queue stage automatically.
Platform variants
• Feature: Rules and Custom Fields — Automator triggers on task completion or custom status updates.
3.2. Trello
• Feature: Butler Commands — Automates list moves when cards are labeled or members are assigned.
3.3. Monday.com
• Feature: Automations Recipes — Automates status change to notify approver and assign next step.
3.4. ClickUp
• Feature: Automations — On task status change, automate comment to reviewer and snag next in queue.
3.5. Jira Software
• API: REST endpoint for updating issue statuses and watchers — automates workflow transitions.
3.6. Slack
• Feature: Workflow Builder — Automates reviewer notifications with toggles to approve/request revision.
3.7. Microsoft Teams
• Feature: Power Automate integration — Automates messaging and approval flows for tasks.
3.8. Google Workspace
• Feature: Google Apps Script — On form or doc submission, automate routed approval email threads.
3.9. Airtable
• Feature: Automations — Triggers on record update to send custom approval/revision emails.
3.10. Notion
• Feature: Database Automations — On status property change, automate message or assign next approver.
3.11. Zapier
• Feature: Multi-step Zaps — Automate cross-platform approval chain with error handling.
3.12. DocuSign
• Feature: Envelopes API — Automates routing documents for e-signature and approvals in sequence.
3.13. Adobe Creative Cloud
• API: Asset approvals via Libraries/Notifications — Automates asset sharing and feedback loop.
3.14. Dropbox
• Feature: File Request/Workflow API — Automates file submission and auto-notification chains.
3.15. Smartsheet
• Feature: Automated Workflows — Triggers approval/rejection requests with tracking.
3.16. Basecamp
• Feature: Automatic Check-ins or Campfire Pings — Automates request for feedback periodically.
3.17. Box
• Feature: Relay — Automator for content approval and workflow handoff.
3.18. Zendesk
• Feature: Triggers and Automations — Routes tickets for review and approval automatically.
3.19. Salesforce
• Feature: Approval Processes — Automates Salesforce object approval with auto-advancement.
3.20. HubSpot
• Feature: Workflows — Automates marketing asset and campaign internal approval steps.
3.21. ServiceNow
• Feature: Flow Designer — Automatedly manages multi-stage approvals of knowledge or service articles.
3.22. Wrike
• Feature: Automation Engine — Triggers approval flows and revision loops for creative projects.
Benefits
4.2. Accelerates project timelines and eliminates communication lags through seamless workflow automation.
4.3. Ensures auditable trails and accountability by automating status logging and reviewer actions.
4.4. Supports remote or distributed teams via automatable and automated notifications, assignments, and reminders.
4.5. Minimizes missed deadlines and overlooked tasks by automating escalations and automated progress tracking.