AI-Agents for Creative Operations 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.
Email the assigned reviewer and log the request on the campaign card.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
16 toolsRoute marked PDFs and proof-specific fixes to the maker's task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
14 toolsMark duplicate creative files before team handoffs.
You can review marked extra copies and their locations before handing a shared folder to another team.
30 toolsEmail creative reviewers links to new files in the review folder.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsGroup duplicate campaign files for a weekly owner review.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
27 toolsCheck asset revisions before routing each review request.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
15 toolsSummarize reviewer access to proofs due today or tomorrow.
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.
19 toolsSpot missing proof permissions before creative review handoffs.
See whether your reviewer has direct access to a proof before you ask for feedback, right in the conversation where you asked.
13 toolsCheck shared proofs and flag gaps in review requests.
Your proof requests get a clear reply in the same conversation. Your team sees what is ready and what needs fixing.
11 toolsAttach each new campaign brief to every open asset approval.
Your reviewers find the new campaign brief beside every matching open asset approval, without adding it row by row.
Route each marked proof to its maker task with the review version.
Your makers can find marked PDFs on the right tasks, with the proof version in the comment.
6 toolsCheck access to the current proof before routing review cards.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
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