AI-Agents working with Microsoft SharePoint

Choose a ready-to-run Agent that connects to Microsoft SharePoint and handles recurring work for you.

Flag File Access Gaps

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

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
Flag Stale PDF References

Your review card shows when feedback names an older PDF. You can resolve the mismatch while the card stays in review.

Works with9 tools
Published by Creative Review Essentials
Hold Proof Decisions

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

Your review card shows the proof version your reviewer received, even if the linked file changes later.

Works with12 tools
Merge PDF Documents

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Merge Weekly CSV Files

Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.

Works with5 tools
Notify Proof Reviewers

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

Works with13 tools
Pin Current Proof Versions

Your review card shows the current proof revision and its file link, so makers and reviewers know which version needs attention.

Works with9 tools
Published by Creative Review Essentials
Place Approved Assets

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
Place Approved File Shortcuts

Your publishing owner can find campaign files ready for publication in the launch folder, without waiting for a manual handoff.

Works with6 tools
Published by Campaigns Essentials
Prepare Document Reviews

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
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