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.

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 Revision

Keep 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.

Works with12 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
Place Approved Assets

Link 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.

Works with8 tools
Published by Campaigns Essentials
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
Replace Proof Links

Record who saw the earlier proof when updating task links.

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

Keep the latest proof on its card for the assigned reviewer.

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
Export Partner Tracker

Turn approved tracker views into checked partner CSVs.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Recheck Drawing Reviews

Hold drawing handoffs while changed files await review.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Keep field handoffs on hold while revised drawings await review.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Review Revised Site Drawings

Queue a fresh review when revised drawings outdate field clearance.

Keep field work on hold when site drawings change, with an approval review that shows your coordinator what changed before work continues.

Works with10 tools
Create Project Folders

Set up project folders and flag gaps in handoff details.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
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