AI-Agents for Handoffs working with Microsoft SharePoint

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Send Proof Packets

Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.

Works with16 tools
Published by Creative Review Essentials
Send Rework Packets

Your maker gets a rework email that names the reviewed proof and fixes due next.

Works with13 tools
Published by Creative Review Essentials
Convert VCF to CSV

Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.

Works with7 tools
Send Video Production Briefs

Your outside crew gets a video production brief PDF with the shoot plan and delivery details. Missing facts come back to you as questions.

Works with13 tools
Create Project Folders

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Send PDF Fixes

Your maker sees linked PDF marks and the next proof deadline in chat. Your approval task keeps the same fixes.

Works with18 tools
Published by Creative Review Essentials
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
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 Revisions

See whether the requested proof fix landed and what else changed, right in the review thread before you approve the revision.

Works with10 tools
Create Construction Project Folders

Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.

Works with10 tools