AI-Agents for 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.

Send Asset Review Requests

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Attach Marked PDF

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
Flag Duplicate Files

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Find Duplicate Files

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Convert HTML Files

Get PDF copies of HTML files submitted through your form, with text and pages checked before the files go back to submitters.

Works with13 tools
Route Asset Reviews

Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.

Works with15 tools
Published by Campaigns Essentials
Report Proof Access

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
Assemble Driver Packet

Your truck driver new hire packet comes together in a private folder, with the signature list waiting in your HR chat.

Works with10 tools
Assemble New Hire Packets

Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.

Works with12 tools
Assemble New Hire Packets

Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.

Works with9 tools
Check Proof Access

See whether your reviewer has direct access to a proof before you ask for feedback, right in the conversation where you asked.

Works with13 tools
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