AI-Agents for Creative in Document Review working with Microsoft SharePoint

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

Check Proof Sharing

Check client access to the current proof before feedback begins.

See whether your client has access to the current proof before the review moves forward, with the answer on the task.

Works with12 tools
Published by Creative Review Essentials
Collect PDF Marks

Send PDF review marks to the maker on the right proof.

Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.

Works with12 tools
Published by Creative Review Essentials
Flag Expiring Proof Links

Flag creative proofs whose links expire before review is due.

Your review tasks show proof link problems before the deadline, so you can renew access before a reviewer opens the file.

Works with8 tools
Flag File Access Gaps

Show artwork owners which reviewers lack file access.

Your review task shows file access problems before review starts. The owner sees what to fix.

Works with6 tools
Published by Campaigns Essentials
Hold Proof Decisions

Call out revised artwork before reviewers confirm an older approval.

Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.

Works with7 tools
Published by Creative Review Essentials
Notify Proof Reviewers

Send checked drafts to reviewers with the proof revision noted.

Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.

Works with13 tools
Return Rejected Proofs

Send rejected artwork back to its maker with the reviewer's reason.

Your makers get the rejected proof and reason on their task board, ready to revise.

Works with10 tools
Open Design Review

Bring changes to approved artwork back to a creative lead.

Your creative lead sees what changed in a revised proof, with a fresh approval task before production handoff.

Works with10 tools
Reopen Copy Reviews

Show copy reviewers what changed after the last approval.

Keep revised copy from moving forward on an old approval, with a fresh review ready for your marketing operations coordinator.

Works with11 tools
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