AI-Agents for Project Management in Document Review

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Assign PDF Rework

Assign PDF rework to the original maker after a rejection.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Recheck Revised Drawings

Hold field handoffs while coordinators review changed drawing terms.

Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.

Works with8 tools
Check Proof Access

Show 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.

Works with9 tools
Published by Creative Review Essentials
Check Proof Access

Post 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.

Works with7 tools
Published by Creative Review Essentials
Flag Expiring Proof Links

Flag proof review tasks whose links expire before their due dates.

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 file access blockers on ready review tasks.

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

Works with6 tools
Published by Campaigns Essentials
Hold Proof Decisions

Flag 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.

Works with7 tools
Published by Creative Review Essentials
Log Proof Decisions

Keep a dated trail of proof decisions as projects move forward.

Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.

Works with6 tools
Notify Proof Reviewers

Tie review requests to checked file revisions in the task.

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

Works with13 tools
Prepare Document Reviews

Attach current project files to approval packets for review.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
File In-Person Meeting Notes

Keep project meeting decisions and action owners together.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Attach Campaign Briefs

Keep campaign briefs on approval tasks as artwork reaches review.

Your artwork reviewers see campaign goals beside the asset. They can open the full brief before making a decision.

Works with7 tools