AI-Agents for Creative Operations 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.

Send Asset Review Requests

Email the assigned reviewer and log the handoff on the campaign card.

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Attach Marked PDF

Add marked PDFs and proof-specific fixes to the maker's task.

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
Email New File Links

Send creative reviewers each new file's name and link.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Find Duplicate Files

Group duplicate creative files for the project owner's review.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Route Asset Reviews

Check asset revisions before sending the review request.

Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.

Works with15 tools
Published by Campaigns Essentials
Report Proof Access

Summarize reviewer access to the proofs due next.

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

Spot missing proof permissions before the next review handoff.

See whether your reviewer has direct access to a proof before you ask for feedback, right in the conversation where you asked.

Works with13 tools
Check Proof Requests

Check shared proofs and flag gaps in creative review requests.

Your proof requests get a clear reply in the same conversation. Your team sees what is ready and what needs fixing.

Works with11 tools
Check Proof Revisions

Flag unrequested proof changes in the review thread.

See whether the requested proof fix landed and what else changed, right in the review thread before you approve the revision.

Works with10 tools
Attach Campaign Briefs

Attach each new campaign brief to its open asset approvals.

Your reviewers find the new campaign brief beside every matching open asset approval, without adding it row by row.

Works with
Attach Marked Proofs

Route marked proofs to the right maker tasks with their versions.

Your makers can find marked PDFs on the right tasks, with the proof version in the comment.

Works with6 tools
Check Proof Access

Check reviewer access to the current proof before routing the card.

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
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