Deliverable revisions and approvals involve manually collecting feedback from multiple sources, routing files to reviewers, and chasing sign-offs across email and messaging tools. This fragmented workflow creates delays, duplicate effort, and lost context.
Automation consolidates feedback from all channels into one prioritized list, routes deliverables to the correct approvers based on project rules, and sends reminders automatically. Approvals are logged in real time, and stakeholders are notified instantly when sign-off is complete.
The full workflow, from trigger to completion.
A new comment, annotation, or approval request is logged in the project management tool or a designated feedback form. The automation detects the trigger and begins the workflow.
The automation collects comments from email,, and the project tracker, deduplicates them, and compiles them into a single structured list.
The automation reads the project metadata and deliverable type, then determines the correct approval chain based on predefined rules.
The automation sends a formatted notification to each approver via email and, including the deliverable, consolidated feedback, and a direct approval link.
The automation tracks approval responses and automatically sends a reminder to any approver who has not responded after 24 hours.
As approvals are received, the automation logs them in the project tracker with timestamp and approver details, and updates the deliverable status.
Once all approvals are collected, the automation sends a confirmation message to the client and internal team via email and, with next steps and archive location.
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