monday.com and PageProof’s powerful integration saves hours

The most seamless integrations are those that integrate natively with one another. In fact, 70% of business leaders believe they could save up to 30 hours every month with workflow automation, while nearly 80% believe that employees would save 60 hours a month. So you will be happy to hear that two of your favorite marketing automation tools, monday.com and PageProof, have a two-way, native integration.

Let’s take a look at how teams can work even better together around creative content, saving hours of time.

Create proofs of any file

Team structures differ in complexity, and stakeholders collaborate in a range of ways across creative campaigns. Both PageProof and monday.com offer flexibility to fit your team’s needs.

You can create a proof of any file type with the monday.com and PageProof integration. Images, presentations, emails, videos, and more. Meaning that you can gather feedback and approvals with ease – no matter what the creative campaign.

You also have the choice of whether to:

• create a proof in PageProof
• or, create a proof directly from monday.com.

When creating proofs in PageProof, you can reference the proof to a board, group, item, or subitem – matching the way you and your team work in monday.com.

From monday.com, you can create proofs directly from the item or subitem’s file attachments column.

But the benefit of the integration goes beyond the simplicity of creating proofs easily within your creative process. In fact, reviewing and approving work with PageProof brings marketing compliance to your projects.

Some of these marketing and creative compliance features include:

• Workflows to automate the flow of proofs through different teams, ensuring feedback and approvals are gathered in the right order.
• Comprehensive audit trails and decision tracking. An audit report at a click of a button.
• Automatic detection of colors and fonts used in the artwork for brand compliance.
• ColorSep® easily lets reviewers check color separation plates for print production compliance.
• Checklists to guide reviewers, to ensure a formal record of checks is in place, and of course, audited.

You will love all the benefits the integration brings to your team – any file type, flexibility to match your creative process, and best of all, features to ensure marketing compliance with ease.

Automatic syncing of proof information

Project teams can have a variety of stakeholders, and these stakeholders may require different levels of communication. The key to saving time on managing projects is to meet different communication requirements with ease.

The monday.com and PageProof integration has the ability to do just that. As the proof goes through its lifecycle, the integration means the proof information in monday.com is automatically updated without you lifting a finger. This is a huge time saver for teams reviewing and approving large volumes of work. Set up columns to match the information you and your team would like to see about the proof’s progress. As an example:

• The status of the proof
• Number of to-dos requested
• A handy URL link to the proof
• What version the proof is up to
• What workflow step the proof is at –‘creative director’, ‘marketing team review’, ‘legal team’ for example.
• The number of decisions gathered so far

And so many more column options to choose from.

You can effortlessly map what proof information you’d like to see to your item and sub-item columns, keeping everyone on the board in the loop.

Purpose-built monday.com views

Working alongside monday.com customers, PageProof has built views for an Item, Board, and Dashboard allowing even more information to be seen about a proof at a glance.

These views are easy to add, and provide meaningful information about the proof such as the breakdown of reviewer decisions and comments, and workflow and deadline information.

The ability to add your choice of view, is hugely beneficial to larger teams, allowing all stakeholders to easily see the information they require.

Automate your approval flow

We love the ability to automate segments of your proof flow between monday.com and PageProof. Saving hours of your time.

Every automation in monday.com has a trigger and an action. Meaning that a certain activity prompts something else to happen. There are both integrations and automations available with the monday.com PageProof integration.

What is an integration

Integration recipes are triggers specifically driven by changes in PageProof which can create items or subitems, and keep specified data in sync, and more.

Integration recipes look like this:

What is an automation

Automation recipes are triggers that add further automation as a result of PageProof triggers – for example, when a proof is approved, move the item to another board and notify item subscribers.

Automation recipes looks like this:

Integration recipes

There is a wide selection of monday.com integration recipe cards to trigger an action when something changes in PageProof.

Popular examples include:

• adding a new proof as an item on a board when a PageProof user creates a new proof
• keeping proof data in sync with the item or sub-item columns as the proof moves through its lifecycle
• when a proof is approved, upload the final approved file into a files column in monday.com.

Simply go to the Integrations Centre in monday.com and search for “PageProof” to add a PageProof integration to your monday.com board.

There are many PageProof integration recipe cards to choose from in monday.com

Automation recipes

PageProof offers two custom automation triggers in monday.com allowing you to create even more powerful workflows for your team. The most common usage for these are: notifications as the proof moves through its lifecycle. And, moving items to a different group, or board.

Available triggers:

1. When a proof reaches a status
2. When a proof reaches a workflow step

Popular automation examples:

• if the status changes to approved, subscribers to the item or board are notified via Slack, email, or a direct monday.com notification.
• when a proof reaches the ‘legal team approval’ step, move the item to a different group or board.

Seamlessly design with the PageProof Adobe add-on

Marketers and designers often work very closely on projects together. So we love that the monday.com and PageProof integration creates efficiencies for every step of your creative process.

Designers who create designs using the suite of Adobe tools will love that with the PageProof Adobe extension when they create proofs directly from their Adobe apps, they can also create items automatically onto monday.com boards. Yet another time saver.

Another feature that all designers won’t want to live without is that you can bring in all the comments and markup layered over your Adobe files, making light work of change requests. Clear, concise to-do lists – a designer’s dream.

Note: Updated February 2023 with the latest enhancement – a new board view that allow you to filter to show proofs that reference subitems.