AI-Agents for Project Management in Document Review working with Microsoft SharePoint
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Record the review email and send time on the campaign card.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
16 toolsEmail folder owners the locations of matching project files.
You can review marked extra copies and their locations before handing a shared folder to another team.
30 toolsEmail project reviewers links to new files awaiting review.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsEmail grouped links to duplicate files in the project folder.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
27 toolsRecord each campaign review request on its task.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
15 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 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 toolsFlag 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.
8 toolsFlag file access blockers on ready review tasks.
Your review task shows file access problems before review starts. The owner sees what to fix.
6 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 toolsTie 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.
13 tools
