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.

Check Proof Access

Post proof access checks on approval tasks before reviews are due.

Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.

Works with7 tools
Published by Creative Review Essentials
Check Proof Revisions

Track completed and missing fixes across proof revisions.

See which requested corrections appear in the latest proof, with findings beside your review notes and uncertain fixes called out.

Works with8 tools
Check Proof Sharing

Flag sharing problems on the current proof before routing review.

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

Post grouped PDF fixes on the maker's rework task.

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 review tasks when proof links expire before their deadlines.

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

Tell asset owners which sharing gaps block creative review.

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

Flag approvals on changed proofs and ask reviewers to confirm.

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

Notify reviewers when the current proof clears its prep checks.

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

Route rejected proofs from review replies into assigned rework tasks.

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

Works with10 tools
Open Design Review

Open a linked review for changed proofs before handoff.

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

Works with10 tools
Reopen Copy Reviews

Link changed copy to its earlier approval and reopen review.

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

Works with11 tools
Find Duplicate Files

Mark repeated creative files before routing batches for review.

Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.

Works with6 tools
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