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Proofing with Embeds
Use Embeds to automate your proofing workflow
This document is designed to help you review and approve various types of content, including marketing materials, copy, designs, videos, and more. This doc uses embeds so you may be able to leave comments directly in your tool of choice, but can also use Coda’s built in .
Clear sample data
Create new proofing request
Review Assets
Name
Status
Review Type
Requestor
Search
Name
Status
Review Type
Asset Link
Requestor
Last Reviewer
Approve
Requires Changes
View Embed
Here you can define your proofing team. This will allow members of the team to see what assets they’re responsible for. Additionally we’ve included a Slack integration making it easy to click a button and notify the appropriate reviewers that they have assets to review. You can even use an automation to click the button as often as you like using whatever conditions you prefer. We would suggest starting with a time-based notification to get started.
Clear sample data
Review Team
Person
Review Types
Assets Needing Review
Reminder
Slack Message
1
Branding
Marketing Materials
Figma Pack Guide Header
Send Slack Reminder
Open
2
UI Design
Branding
Mobile App Menu Mock-up
Figma Pack Guide Header
Send Slack Reminder
Open
3
Presentations
[ ]
Send Slack Reminder
Open
There are no rows in this table
Asset Review Board
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