AI-Agents for Project Coordinators in Handoffs working with Microsoft SharePoint

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Add Approved Assets to Launch

Link the approved file in the campaign launch folder.

Your campaign team can find the file in the launch folder once a reviewer signs off, without chasing the handoff.

Works with8 tools
Published by Campaigns Essentials
Add Proof Marks

Add version-matched proof fixes to the maker's task checklist.

Your maker gets a clear fix checklist with reviewer marks linked to the proof revision they belong to.

Works with9 tools
Published by Creative Review Essentials
Attach Current Proof Links

Attach the verified proof revision to the approval task.

Your reviewer sees the current image or PDF proof link and revision on the task before deciding.

Works with7 tools
Published by Creative Review Essentials
Place Approved Assets

Link the approved file in the campaign launch folder.

Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.

Works with8 tools
Published by Campaigns Essentials
Update Proof Links

Keep the revised proof on the task card for the next reviewer.

Your rework card points to the latest image or PDF proof, with the next reviewer clear when a shared file changes.

Works with9 tools
Published by Creative Review Essentials
Export Partner Tracker

Prepare approved tracker extracts and note excluded records.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Recheck Drawing Reviews

Queue a fresh drawing review and keep the handoff on hold.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Prepare a fresh drawing review and keep the field handoff on hold.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Review Revised Site Drawings

Queue fresh reviews when revised drawings outdate cleared field cards.

Keep field work on hold when site drawings change, with an approval review that shows your coordinator what changed before work continues.

Works with10 tools
Create Project Folders

Create the approved folder structure and link it to each handoff.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Create Project Folders

Build each project folder from its kickoff packet and flag setup gaps.

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
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