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Route For Approval

The [client] signed the term sheet and wants the services agreement sent for e-signature by [deadline=Friday]. Use the…

3heights
5tasks
1roles do it
See the prompt↓More edit workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”The [client] signed the term sheet and wants the services agreement sent for e-signature by…+
The [client] signed the term sheet and wants the services agreement sent for e-signature by [deadline=Friday]. Use the custom approval workflow: get finance approval, then legal sign-off, then send to the client contact [approver=Elena] for signature. Include the latest schedule and set a one-week expiry.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”[approver=Elena] is busy and will ignore generic signature requests. Send the services…+
[approver=Elena] is busy and will ignore generic signature requests. Send the services agreement using the custom workflow: route first to [contact=Marcus] in finance for quick pricing confirmation, route next to Legal for the approved redline, then to [approver]. Include a one-paragraph cover note that highlights the three items Marcus and Legal should confirm and ends with a clear one-click action for [approver] to sign this week.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
CDecide — “help me choose”I worry a misrouted send will stall signature or trigger re-negotiation. Review the team:…+
I worry a misrouted send will stall signature or trigger re-negotiation. Review the team: [contact=Marcus] in finance, [contact=Priya] in legal, and [approver=Elena] the client. Advise the optimal custom send order to minimize delay and negotiation risk, explain why (authority, likely objections, who must see pricing), and draft the exact short cover note and approval checklist to use so the agreement reaches [approver] signed within [days=7] days.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

3 of them
Send a new agreement using a custom send workflow
We agreed terms in principle but I don't know the best approval order before sending to the client.
Prepare a one‑page budget change summary and route it to the project sponsor for an approval decision.

Who does this

1 roles
Project Manager

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Acrobat — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.