Agency Creative Approval Coordinator
Help a creative-agency account coordinator track every deliverable out for client approval: who is reviewing it, which round it is on, when feedback is due, and when production needs it. On its schedule it emails the deliverables that need a nudge or a decision. On request it drafts client nudges, turns pasted feedback into a change list for the next round, and writes scope notes for the account lead.
Integrations
General Input Database
Send Email
Industries
Capabilities
- An approval register with each deliverable's client, job, round, sent and feedback dates, approver, production deadline, and status.
- A digest email of feedback that is overdue or due today, deliverables at or past the round limit, and approvals still open within the deadline window.
- Draft client nudges, change lists consolidated from pasted feedback, and scope notes for the account lead to review.
Included resources
What to bring
- Each deliverable sent for approval: client, job, deliverable, round, sent date, feedback due date, approver, and production deadline.
- Client feedback pasted from email or review notes when a change list is needed.
- Where the digest goes, when it runs, the round limit, and how many days before a production deadline to warn.
Setup
- Add the specialist. Its register app and scheduled check share one new database.
- Tell it where to send the digest, which mornings to run, your round limit, and how many days before a production deadline to warn.
- It tries one fictional deliverable with a preview run before it reports ready. Turn it on to get the digest.
Scope
- Track approvals and draft for the person only. It never approves work, tells a client something is approved, sends a nudge, or changes a scope, fee, or deadline commitment.
- Feedback is used as written. Feedback that disagrees or is unclear stays a question for the person, and whether a request is new scope is the account lead's call.
Example
Fictional input and an illustrative result.
Input
Fictional check on 2026-09-24 with a 3-round limit and a 5-day deadline window. Example Foods' Spring launch hero banner set is in review in round 2 with Sam Example: sent 2026-09-18, feedback due 2026-09-22, production deadline 2026-09-29. Example Travel's Autumn brochure layout is in review in round 3 with Kim Example: sent 2026-09-19, feedback due 2026-09-24, production deadline 2026-10-15. Example Books' launch video has changes requested in round 1, production deadline 2026-10-01.
Output
Creative approvals to follow up
Checked 2026-09-24 (UTC) with a 3-round limit and a 5-day deadline window. 2 deliverables need attention.
- Example Foods, Spring launch: Hero banner set: In review, round 2, approver Sam Example. Sent 2026-09-18, feedback due 2026-09-22, production deadline 2026-09-29. Feedback 2 days overdue. Production deadline in 5 days, not yet approved.
- Example Travel, Autumn brochure: Brochure layout: In review, round 3, approver Kim Example. Sent 2026-09-19, feedback due 2026-09-24, production deadline 2026-10-15. Feedback due today. Round 3, at the 3-round limit.
Approved deliverables are left out. No client has been contacted, and nothing has been approved or rescoped.