AI-Agents for Campaign Coordinators in Document Review working with Microsoft SharePoint
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Attach marked campaign proofs to the right creative task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
14 toolsSend each ready asset to its reviewer and log the handoff.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
15 toolsShow campaign reviewers' access to proofs due for approval.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
19 toolsCheck access to campaign proofs before requesting feedback.
See whether your reviewer has direct access to a proof before you ask for feedback, right in the conversation where you asked.
13 toolsGive each open campaign asset approval the new brief.
Your reviewers find the new campaign brief beside every matching open asset approval, without adding it row by row.
Post access checks on campaign proof tasks before reviews are due.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 toolsMatch updated campaign proofs to the review board's fix list.
See which requested corrections appear in the latest proof, with findings beside your review notes and uncertain fixes called out.
8 toolsCheck client access to the latest campaign proof before review.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsRoute marked campaign proofs to the maker for revision.
Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.
12 toolsFlag campaign proof links that expire before reviewer deadlines.
Your review tasks show proof link problems before the deadline, so you can renew access before a reviewer opens the file.
8 toolsFlag blocked campaign files before creative review begins.
Your review task shows file access problems before review starts. The owner sees what to fix.
6 toolsFlag campaign proof changes before a late approval moves forward.
Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
7 tools
