AI-Agents for Creative Operations in Document Review in Advertising and Marketing 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.

Attach Marked PDF

Route marked PDFs and proof-specific fixes to the maker's task.

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with13 tools
Published by Creative Review Essentials
Send Asset Review Requests

Email the assigned reviewer and log the request on the campaign card.

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with17 tools
Published by Campaigns Essentials
Route Asset Reviews

Check asset revisions before routing each review request.

Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.

Works with18 tools
Published by Campaigns Essentials
Attach Creative Briefs

Attach current briefs to asset reviews before reviewers decide.

Your reviewers see the brief beside the asset, with the brand decision they need to make clearly stated.

Works with13 tools
Published by Approvals Essentials
Check Proof Sharing

Flag sharing problems on the current proof before routing review.

See whether your client has access to the current proof before the review moves forward, with the answer on the task.

Works with15 tools
Published by Creative Review Essentials
Collect PDF Marks

Post grouped PDF fixes on the maker's rework task.

Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.

Works with15 tools
Published by Creative Review Essentials
Check Proof Access

Post proof access checks on approval tasks before reviews are due.

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 with11 tools
Published by Creative Review Essentials
Hold Proof Decisions

Flag approvals on changed proofs and ask reviewers to confirm.

Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.

Works with11 tools
Published by Creative Review Essentials
Check Proof Access

Check access to the current proof before routing review cards.

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
Flag File Access Gaps

Tell asset owners which sharing gaps block creative review.

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

Works with6 tools
Published by Campaigns Essentials
Copy Rejection Notes

Link rejected assets to revision tasks with reviewer comments.

Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.

Works with22 tools
Published by Approvals Essentials
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