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.

Check Proof Access

Check proof access and request corrected links when reviewers need them.

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 issues before handing work to client reviewers.

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
Collect PDF Marks

Move PDF review marks to the maker's rework task.

Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.

Works with12 tools
Published by Creative Review Essentials
Flag Expiring Proof Links

Flag creative review tasks whose proof links expire too soon.

Your review tasks show proof link problems before the deadline, so you can renew access before a reviewer opens the file.

Works with8 tools
Flag File Access Gaps

Flag inaccessible assets before handing off creative reviews.

Your review task shows file access problems before review starts. The owner sees what to fix.

Works with6 tools
Published by Campaigns Essentials
Hold Proof Decisions

Flag stale proof decisions and ask the reviewer to confirm.

Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.

Works with7 tools
Published by Creative Review Essentials
Notify Proof Reviewers

Notify reviewers after checking the latest proof and prep tasks.

Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.

Works with13 tools
Return Rejected Proofs

Turn review replies into maker tasks with the rejected proof.

Your makers get the rejected proof and reason on their task board, ready to revise.

Works with10 tools
Open Design Review

Open a linked review for each changed, signed-off proof.

Your creative lead sees what changed in a revised proof, with a fresh approval task before production handoff.

Works with10 tools
Reopen Copy Reviews

Queue a fresh copy review when approved campaign text changes.

Keep revised copy from moving forward on an old approval, with a fresh review ready for your marketing operations coordinator.

Works with11 tools
13–22 of 22