AI-Agents for Document Review working with OneDrive

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Attach Client Scope

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with9 tools
Published by Approvals Essentials
Check Quotes Before Sending

Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.

Works with10 tools
Published by Approvals 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 with11 tools
Published by Approvals Essentials
Attach Creative Briefs

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
Return Incomplete Contract Approvals

Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.

Works with12 tools
Published by Approvals Essentials
Check Proof Access

Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.

Works with18 tools
Published by Creative Review Essentials
Check Proof Access

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 with18 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 with18 tools
Published by Creative Review Essentials
Route Asset Reviews

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

Works with32 tools
Published by Campaigns Essentials
Check Proof Sharing

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

Works with19 tools
Published by Creative Review Essentials
Collect PDF Marks

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

Works with19 tools
Published by Creative Review Essentials
Flag File Access Gaps

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

Works with8 tools
Published by Campaigns Essentials
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