Deliverable review and approval cycles require project managers to manually identify approvers, send individual review requests, monitor feedback across email and chat, and consolidate responses into a single summary.
Automation routes deliverables to the correct approvers automatically, consolidates feedback from all channels into a structured summary, and tracks approval status in real time. The team gains visibility into pending reviews and can respond to clients faster.
The full workflow, from trigger to completion.
A file is uploaded to the project folder and tagged as ready for internal review. The automation platform detects this event and initiates the workflow.
The automation queries the approval matrix stored based on the deliverable type and project details, returning the list of required reviewers and their contact information.
The automation sends a structured review request message to each approver with a link to the deliverable, review instructions, and a deadline. Approvers can respond directly in the thread.
The automation tracks responses and email, consolidating all feedback into a single record. the automation monitors for missing responses and flags approvers who have not yet reviewed.
If an approver has not responded within 24 hours, the automation sends a reminder with a link to the pending review.
Once all approvals are received or the deadline passes, the automation consolidates feedback into a structured summary document and identifies any conflicting comments.
The automation sends an email to the creative team and client with the approval status, consolidated feedback, and next steps.
The automation updates the project record with the approval status, feedback summary, and revision deadline, and logs the event for client tracking.
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