AI-Agents for Client Delivery Managers in Creative working with Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Send Proof Packets

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.

Works with16 tools
Published by Creative Review Essentials
Report Proof Access

Flag 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.

Works with19 tools
Check Proof Access

Confirm 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.

Works with9 tools
Published by Creative Review Essentials
Check Proof Access

Flag 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.

Works with7 tools
Published by Creative Review Essentials
Check Proof Sharing

Flag 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.

Works with12 tools
Published by Creative Review Essentials
Log Proof Revision

Record the file version sent into client review.

Your review card shows the proof version your reviewer received, even if the linked file changes later.

Works with12 tools
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