AI-Agents for Creative Operations Coordinators in Editorial 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 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
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 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 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
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
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
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