AI-Agents for Project Coordinators in Document Review

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Email Meeting Chat

Email project meeting chat to its organizer for meeting notes.

Your saved Zoom meeting chat arrives by email, with messages in order and authors named for easier meeting notes.

Works with23 tools
Email Meeting Transcripts

Email project meeting transcripts to organizers before they write minutes.

Get your saved live transcript by email after a meeting without a recording. Review the full discussion before writing minutes.

Works with5 tools
Report Proof Access

List due proof reviews and the reviewers who need access.

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
Log Chat Proof Decisions

Log review decisions on the task for the proof version seen.

Your approval task keeps the reviewer’s decision beside the proof version they saw, with a link back to their chat message.

Works with6 tools
Published by Creative Review Essentials
Request Review Question

Message owners when a review handoff lacks a client decision question.

Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.

Works with12 tools
Hold Scope Signoff

Hold pending scope signoff and attach the revision for the reviewer.

Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.

Works with8 tools
Flag Review Question Gaps

Flag missing review questions on ready issues for their owners.

Your issue owner sees the reviewer's blocker on a ready issue when the decision question is missing.

Works with12 tools
Route Proof Reviews

Convert proof handoffs in chat into trackable review tasks.

Your reviewers get the proof and a clear question in chat, with an assigned task to track the deadline and delivered request.

Works with8 tools
Merge Handoff PDFs

Combine linked project PDFs in the order the team requests.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Assign PDF Rework

Assign the original maker a task with the rejected PDF and reason.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Recheck Revised Drawings

Bring the revised drawing and old decision into a pending review.

Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.

Works with8 tools
Check Proof Access

Show proof access gaps on the review card before assignment.

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