AI-Agents for Client Delivery Managers in Approvals working with Microsoft SharePoint
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Send client proofs to the named reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsFlag client proof access gaps before review deadlines.
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 toolsConfirm clients can open the current proof before review handoff.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 toolsFlag client proof access issues on the review task before deadlines.
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 toolsFlag proof access problems before client review handoffs.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
12 toolsRecord the file version sent into client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsUpdate client launch folders with links to approved replacements.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
8 toolsPut approved project extracts in partner delivery folders.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 tools
