Agencies & Consulting Firms · Internal Handoffs

Approval Workflow

Creative work slows down when approvals move through loose Slack messages, comments, and forgotten email threads. This automation routes each deliverable through internal review, client approval, revision tracking, and final signoff with clear ownership at every stage.

2-4 hrs/week saved Medium complexity

How It Works

01

Submit the deliverable

When a draft is marked ready, it enters the approval queue with version links, due dates, and the required reviewers.

02

Run internal review

Creative leads or strategists are notified first so issues get caught before the client sees the work.

03

Request client approval

After internal signoff, the client receives a review link and deadline while comments are collected in one place.

04

Track revisions and final signoff

Revision requests reopen the task automatically, and final approval moves the asset into production or publishing.

Tools & Platforms

Asana Frame.io Slack Gmail Google Drive

Key Benefits

  • Makes approval ownership explicit
  • Reduces version confusion across teams
  • Gets client feedback back faster
  • Creates a clean history of revisions and signoff

In Practice

A video agency is producing six paid ad cuts for a product launch. The automation sends the first edits through internal QA, routes approved versions to the client in Frame.io, and reopens only the videos with requested changes instead of restarting the whole review cycle.

Next Step

See if this fits your workflow.

We map the actual tools, handoffs, and ROI before recommending implementation.

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