AI-Agents for Project Management in Approvals working with Microsoft SharePoint
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Email the current proof to its reviewer and record the version sent.
Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.
19 toolsSend the current project proof by email with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsList due proof reviews that need an access fix or manual check.
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.
19 toolsResume review tasks only when the linked proof has changed.
Your reviewer gets a reopened task only when the proof changes, with a deadline and links back to the proof and revision queue.
14 toolsLink the approved file in the launch folder after review signoff.
Your campaign team can find the file in the launch folder once a reviewer signs off, without chasing the handoff.
8 toolsKeep the approval task tied to the verified proof revision.
Your reviewer sees the current image or PDF proof link and revision on the task before deciding.
7 toolsShow proof access gaps on review cards before assignment.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 toolsPost reviewer access checks on proof tasks ahead of due dates.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 toolsNotify project coordinators when a revised proof conflicts with its review item.
Your review board shows when a proof file has moved ahead of the version reviewers expect, with a linked alert for the coordinator.
7 toolsFlag proof decisions when the linked file has changed.
Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
7 toolsKeep the handed-off file version on each review card.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
12 toolsLink approved campaign files in the team's launch folder.
Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.
8 tools
