Create saved filters for your approval stages
Clearly structure your workspace views to reflect approval stages. A good structure might look like:
To Review (incoming assets)
Approved
Changes Requested
Final
Key resources:
Learn about Air's workspace sidebar + workspace views.
Leverage custom fields
Use custom fields to clearly indicate the approval stage, such as:
Needs ApprovalApprovedChanges NeededFinal
This makes it easy to filter assets at a glance.
Key resources:
Set Up Notifications & Comments
Tag approvers directly in comments to notify them:
Example comment:
@Sarah Can you please review and approve?
Approvers respond via comments with feedback.
Key resources:
Track Versions and Changes
Use version stacks to keep all revisions of the same asset neatly grouped together.
Maintain clarity on which version has been approved.
Key resources:
Use Boards for a Clear View
Create dedicated boards to easily filter items by approval status, such as.
Key resources:
Example Approval Workflow:
→ Apply Status custom field:
Needs Approval→ Comment and tag approver:
@Approver please review.Approver Reviews
→ Approver adds comment with changes needed, or
→ Marks custom field as
Approved,Changes RequestedUpdate Status
→ Update custom field accordingly
→ Repeat steps 1-3 as needed - adding versions where appropriate
Finalize
→ Once approved, change custom field to
Final→ Publish or share externally as needed
Additional Tips
Automate routine steps by using Air integrations with tools like Slack, Zapier, or via API to streamline approvals and notifications. Learn more about Air’s Enterprise plan and speak with a success team member to upgrade!
Keep everyone informed by clearly documenting your final workflow and sharing it internally.