AI-Agents for Client Services in Approval Routing working with OneDrive

Show which client reviewers can open proofs before their reviews are due.

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

Confirm clients can open the current proof before review handoff.

Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.

Works with9 tools

Note which proof revision entered client review.

Your review card shows the proof version your reviewer received, even if the linked file changes later.

Works with12 tools

Hold client handoffs until changed proposals receive a fresh review.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools