AI-Agents for Marketing in Task Tracking working with Microsoft SharePoint

Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.

Collect PDF Marks

Route campaign proof marks to the maker for revision.

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 campaign proof links that expire before approval is due.

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

Flag campaign files reviewers cannot open before review.

Your review task shows file access problems before review starts. The owner sees what to fix.

Works with6 tools
Published by Campaigns Essentials
Flag Proof Revisions

Flag campaign proof reviews that name a different file version.

Your review board shows when a proof file has moved ahead of the version reviewers expect, with a linked alert for the coordinator.

Works with7 tools
Flag Stale PDF References

Flag feedback on old campaign PDFs before review advances.

Your review card shows when feedback names an older PDF. You can resolve the mismatch while the card stays in review.

Works with9 tools
Published by Creative Review Essentials
Notify Proof Reviewers

Request campaign review for the checked proof revision.

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

Keep campaign artwork reviews tied to the latest proof.

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
Reopen Proof Reviews

Route revised campaign proofs back for review.

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

Works with6 tools
Replace Proof Links

Keep campaign review tasks pointed to the latest proof.

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
Update Proof Links

Point campaign review cards to the replacement proof.

Your rework card points to the latest image or PDF proof, with the next reviewer clear when a shared file changes.

Works with9 tools
Published by Creative Review Essentials
Reopen Copy Reviews

Hold revised campaign copy for a new review before handoff.

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

Works with11 tools
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