AI-Agents for Project Managers 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.

Review Revised Client Drafts

Keep changed deliverables on hold until reviewers see the new version.

Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.

Works with9 tools
Merge PDFs for Review

Merge project PDFs into one packet for review.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Works with5 tools
Return Rejected Proofs

Return rejected project proofs to their makers with the review reason.

Your makers find rejected proofs in their rework list. The reviewed version and reason stay visible on the card.

Works with5 tools
Published by Creative Review Essentials
File Meeting Notes

Capture project decisions and owners after each recorded meeting.

Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.

Works with5 tools
File AI Meeting Notes

Keep project meeting decisions and owners easy to revisit.

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools
Create Meeting Notes

Capture project decisions and follow-ups from recorded calls.

Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.

Works with
Recheck Scope Changes

Hold changed deliverables for a new review before work continues.

Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.

Works with7 tools
Reopen Delivery Reviews

Hold delivery until the right client reviewer considers the revised file.

Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.

Works with7 tools
Open Approval Review

Compare revised scope and deadlines with approved project terms.

Your operations lead gets a fresh review when signed-off work changes, with the old terms and required reviewers ready.

Works with9 tools
Recheck Drawing Packages

Hold drawing handoff until the coordinator reviews the latest revision.

Your coordinator gets a linked review for changed drawing packages, while handoff waits for a current decision.

Works with4 tools
Restart Client Scope Review

Flag changed client scope against its old approval before work proceeds.

Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.

Works with6 tools
Create Post-Meeting Note

Keep meeting decisions and action owners easy to find as projects move.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools
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