Client Approval Workflow

Approvals that move themselves.

Client approval workflow software that gives agencies one shared review space for comments, decisions, and revision history without bottlenecks.

CLIENT REVIEW / LIVELIVE
EMAILPILOT / ACTIVE VIEW

October campaign calendar

01Strategy approved

02Creative note resolved

03Calendar ready to brief

Context refreshed from connected systems
CONNECTED TO
KlaviyoMailchimpFishbowlAsanaFigmaGoogle WorkspaceBraze
WHY IT MATTERS

A client “yes” shouldn’t sit unread for two weeks. EmailPilot watches approvals around the clock, moves approved work toward production, surfaces change requests immediately, and preserves a full record of who did what and when.

02 / HOW IT WORKS

Everything you need to plan, create, and execute.

01

Share

Create a review page from the live calendar and share a secure link with clients or stakeholders.

02

Review and comment

Collect comments, feedback, and approval status in one shared workspace.

03

Approve and track

Track approvals, revisions, and decisions in one place with a complete audit trail.

BUILT INTO THE OPERATING SYSTEM

Automation agencies can trust: verify-only first, idempotent actions, and a complete audit trail.

01

Shareable approval pages

Share branded pages with clear context for every campaign or deliverable.

02

Inline feedback

Keep stakeholder comments attached to the calendar items they affect.

03

Reliable detection

Detect approval state structurally instead of guessing from names or keywords.

04

Safe automation

Verify new rules before live writes, prevent duplicate actions, and log every decision.

QUESTIONS

What operators need to know.

Do clients need accounts?+

No. Review pages can be shared without forcing clients to create another account.

Can we track revisions?+

Yes. Feedback and adjustments remain part of the workflow, so it is clear what changed and when.

Can we use this internally only?+

Yes. The same workflow supports internal reviews, approvals, and structured team collaboration.

What happens when a client approves?+

The campaign moves to its next production stage automatically and an attribution comment is logged.

SEE IT IN YOUR WORKFLOW

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