1.Monitors new item on a board
Integrate monday.com and project boards to pull title, description, attachments, client name, and request number for the new item.
Create review project and guest link for design request
Automatically detect new board items on monday.com for design requests across monday.com, Formatter by Zapier, and ReviewStudio. Create and update review artifacts when design requests are added, board items are created, or requests are submittedβso you can provision review projects, create client records, and grant guest review access without manual setup work.
How this automation creates guest review access
When new design requests arrive without a ready proofing flow, feedback starts late and collaboration stalls. This automation pulls board details, generates a project name, and creates client, project, and guest-access reviewsβso your team can start feedback immediately.
monday.comor swap with your favorite app
2.Constructs a project name
Integrate Formatter by Zapier and data formatting to transform fields and combine the title and request number into a project name.
Formatter by Zapieror swap with your favorite app
3.Finds or creates client
Integrate ReviewStudio and client records to search by client name and create a new client when no match is found.
ReviewStudioor swap with your favorite app
4.Creates project for client
Integrate ReviewStudio and project templates to create a project by mapping the constructed project name and client id.
5.Creates guest-access review
Integrate ReviewStudio and review workflows to create a review tied to the project, attach assets, and enable guest access.
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Speed up design approvals with automated proof routing, stakeholder alerts, and status updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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