AI-Agents for Project Management working with Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Sort Project Files

File shared project files and flag uploads needing a decision.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
Add Missing Project Folders

Create missing project folders and send coordinators the links.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
Reopen Review Task

Resume 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.

Works with14 tools
Add Approved Assets to Launch

Link 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.

Works with8 tools
Published by Campaigns Essentials
Add Proof Marks

Keep proof revisions and review fixes together on the maker's card.

Your maker gets a clear fix checklist with reviewer marks linked to the proof revision they belong to.

Works with9 tools
Published by Creative Review Essentials
Attach Current Proof Links

Keep 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.

Works with7 tools
Published by Creative Review Essentials
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
Find Shared Files

Locate project files requested across the delivery team.

Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.

Works with10 tools
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
Flag Proof Revisions

Notify 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.

Works with7 tools