Get client approval on a specific version
Clients approve a named version, so nobody argues about what was approved.
Client delivery · Design and creative studios · When something happens · Updated
Works with
- Slack
- Gmail
- Microsoft 365
- Superhuman Mail
- Box
- Dropbox
- Notion
Slack
Gmail
Microsoft 365
Superhuman Mail
Box
Dropbox
NotionHow do you get client approval on a specific version?
To get client approval on a specific version, ask Maito in Slack to send the file for approval. It drafts an email that names the version and date and asks for a clear reply. After you approve, it sends the email, chases if you set it up, and logs the approval with who and when.
How it's done today
Approvals get lost in email threads.
What Maito does
- Send the version for approval
- Record who approved what and when
- Chase if no answer
Example
@Maito Send Globex's logo v3 for approval. Mia and Dev are on the thread.
Draft ready, waiting for your okay: "Hi Jo, attached is Logo v3 (globex-logo-v3.pdf, saved Oct 15). Please reply "Approved v3" so we have it on record. Production starts Oct 26." Catch: Jo approved v2 on Oct 12, but her email says "the blue one". v2 and v3 are both blue, so I named v3 and its date explicitly. Source: Drive folder Globex/Logo. I'll chase on Oct 21 and 23 if there's no answer. Send it?
@Maito Send it.
Jo replied "Approved v3" at 5:12 PM. I logged it in the Globex file: v3, approved by Jo, Oct 19. No chasing needed.
Noor (3:05 PM):
Send Globex's logo v3 for approval. Mia and Dev are on the thread.
Maito (3:08 PM):
Draft ready, waiting for your okay:
"Hi Jo, attached is Logo v3 (globex-logo-v3.pdf, saved Oct 15). Please reply "Approved v3" so we have it on record. Production starts Oct 26."
Catch: Jo approved v2 on Oct 12, but her email says "the blue one". v2 and v3 are both blue, so I named v3 and its date explicitly.
Source: Drive folder Globex/Logo. I'll chase on Oct 21 and 23 if there's no answer. Send it?
Noor (3:10 PM):
Send it.
Maito (5:12 PM):
Jo replied "Approved v3" at 5:12 PM. I logged it in the Globex file: v3, approved by Jo, Oct 19. No chasing needed.
How to set it up
- Ask your agent
“When I ask you to send a version for approval, email the client the named file link, record who approved which version and when, and chase every 2 days until they answer.”
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It records what the client replied. It doesn't decide if that reply counts as a formal approval under your contract.
Questions
No. It drafts the email and waits for your approval before sending.
It names the version and saved date in the email and asks the client to reply with that name, so the record is unambiguous.
Yes. It follows up on the dates you agree, and stops when the client replies.
