AI-Agents for Approvals working with Microsoft SharePoint

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Attach Client Scope

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools
Published by Approvals Essentials
Attach Proposal Packets

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools
Recheck Proof Access

Your review cards show whether a reviewer's proof grant lasts through the deadline, so you can spot access problems before a decision is due.

Works with7 tools
Transcribe Review Pages

Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.

Works with12 tools
Draft Business Photo Captions

Get a caption draft for your business photo in your private chat. Your facts and audience notes shape the words.

Works with11 tools
Write Business Photo Captions

Get a business caption that fits your photo and audience, with the draft and photo link in your review chat before posting.

Works with11 tools
Check Reviewer File Access

See whether your assigned reviewer has a direct file grant on the ready row before you send a campaign asset for review.

Works with7 tools
Export Close Transactions

Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.

Works with4 tools
Prepare New Hire Packets

Your new hire gets welcome, benefits, and setup documents matched to their details. HR gets a private record of delivery and signatures needed.

Works with4 tools
Attach Proof Links

Your reviewers can open the approval task and find the proof your maker shared in chat, with its revision label beside it.

Works with13 tools
Draft First Chat Replies

Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.

Works with22 tools
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