Embedding proof request in automation process

Hi,

we builded an extensive automation process for releases / rejections of investment requests.

Naturally, our colleagues have comments.

How can we best embed the funtion of proof request into our already built automation request ?

Any ideas ?

Preferably we would say: If comment is neccessary, they should be able to click directly to the

proof request in the specific row - make their comment - and afterwords the changed document should be an attachment of the follow up process ....


Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Jörg Schmidt Novum Hospitality

    Currently the Proofing process is separate from the sheet's automated workflows; there isn't a way to integrate proofing requests from within an automated alert.

    If your users are shared to the sheet then they would need to navigate to the sheet and find the row with the Proof in order to leave comments or upload new versions. Please let our Product team know about your process and how this feature would be useful for you by filling in this form, here!

    Thank you,

    Genevieve