AI-Agents for Creative Operations in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Match review requests to the current asset before assigning revisions.
Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
11 toolsRoute 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.
13 toolsEmail 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.
17 toolsCheck 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.
18 toolsRoute ready campaign cards to reviewers with the current file.
Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.
15 toolsFlag 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.
15 toolsPost 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.
15 toolsPost 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.
11 toolsFlag 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.
11 toolsCheck 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.
9 toolsTell asset owners which sharing gaps block creative review.
Your review task shows file access problems before review starts. The owner sees what to fix.
6 toolsRoute rejected proofs to their makers with the requested fixes.
Your original maker gets the rework task and sees why the reviewer rejected the proof, with the reason tied to the reviewed file.
7 tools