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.

Merge PDF Documents

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Merge Weekly CSV Files

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
Notify Proof Reviewers

Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.

Works with13 tools
Pin Current Proof Versions

Your review card shows the current proof revision and its file link, so makers and reviewers know which version needs attention.

Works with9 tools
Published by Creative Review Essentials
Place Approved Assets

Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.

Works with8 tools
Published by Campaigns Essentials
Place Approved File Shortcuts

Your publishing owner can find campaign files ready for publication in the launch folder, without waiting for a manual handoff.

Works with6 tools
Published by Campaigns Essentials
Reopen Proof Reviews

Your review table shows corrected proofs and new due dates after each workday folder sweep.

Works with6 tools
Replace Launch File Links

Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.

Works with8 tools
Replace Proof Links

Your review tasks point to the latest proof, with a comment naming who saw the previous version so the next handoff stays clear.

Works with12 tools
Published by Creative Review Essentials
Resize Campaign Images

Get campaign images sized for your placements. A crop preview shows how each version frames the subject.

Works with8 tools
Return Rejected Proofs

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

Works with10 tools
Turn Images Into Prompts

Get an image prompt your client can review beside their request, based on the reference they shared and the look they want.

Works with10 tools