- Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
- Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
- Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
- Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Marketing template
Content approval workflow template
Send a post, ad or campaign piece for review; legal checks claims when needed and the content goes live on schedule.
4 steps
10 fields
Free for 14 days. No credit card. You can change every step and field.
How it runs, step by step
The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.
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Content
Whoever starts the request
Attach the piece and say where and when it goes live.
6 fields in the request form
- Piece * Text
- Channels *Instagram, LinkedIn, Website, Email, Paid media, Print Multiple choice
- Goes live on * Date
- Mentions prices, promotions or product claims? *Yes, No Choice
- Copy * Long text
- Files * Files
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Marketing review
A person or team you choose
Check the brand, tone and spelling.
Due in 2 days (business time)2 fields
- Result *Approved, Needs changes Choice
- Notes * Long text · when needed
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Legal review
A person or team you choose
Check the rules of the promotion and the product claims.
Approval: Approvers you choose Due in 3 days (business time) Runs only when needed1 field
- Notes Long text
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Publishing
A person or team you choose
Publish on the date and share the links.
Due in 1 day (business time)1 field
- Links * Long text
Make it yours
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Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.
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