AI-Agents for File Sharing in Retail

Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.

Send Asset Review Requests

Email reviewers the current campaign asset and record the handoff.

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
Send New Hire Packet

Email new store hires the matching packet and update HR on forms to sign.

Your new hire's welcome packet PDF goes out after a check, and HR gets the send details and forms needing signatures.

Works with8 tools
Send Orientation Packet

Send new store hires their packet and orientation arrival instructions.

Your new hire gets the packet and arrival details once your team confirms orientation. HR sees what went out and which forms need signatures.

Works with14 tools
Send New Hire Packets

Email approved packets to new store staff and record the files sent.

Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.

Works with10 tools
Send Asset Review Requests

Send promotion assets to their reviewer with the review question.

Your named reviewer gets the asset and question in chat when your campaign task is ready for review.

Works with13 tools
Published by Campaigns Essentials
Send Card Review Requests

Send promotional campaign assets to a named reviewer with a due date.

Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.

Works with15 tools
Published by Campaigns Essentials
Send New Hire Packets

Send store hires their forms and show HR which signatures are due.

Your new hire packet reaches the right person in private chat, and HR can see which signatures still need follow-up.

Works with12 tools
Route Asset Reviews

Route campaign assets for review before promotion deadlines.

Your campaign reviewer gets the right file and question, while the review row keeps a link to the request.

Works with7 tools
Published by Campaigns Essentials
Convert Text Files

Prepare sales exports as CSV files and flag rows that do not line up.

Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.

Works with6 tools
Merge Weekly CSV Files

Merge weekly store extracts into one CSV for reporting.

Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.

Works with5 tools
Send Asset Review Request

Send retail campaign creative to its reviewer with a clear ask.

Your campaign reviewer gets a complete request in chat when an asset is ready, without your lead chasing the next person.

Works with5 tools
Published by Campaigns Essentials
Export Database Rows

Share checked sales rows for monthly store reporting.

Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.

Works with11 tools
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