AI-Agents for Evidence Gathering working with Microsoft SharePoint

Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.

File Signed Supplier Agreements

Keep signed supplier agreements and their signing proof together in the right supplier folder, so your team can find both when needed.

Works with10 tools
Published by Before We Buy
Attach Campaign Drafts

Your brand reviewer gets the current campaign draft and the decision needed together on the review task.

Works with14 tools
Published by Approvals Essentials
File Purchase Packets

Your finance team gets the approved order and signed supplier terms together, ready to review when an invoice arrives.

Works with8 tools
Published by Before We Buy
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
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
Attach Budget Figures

Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.

Works with9 tools
Published by Approvals Essentials
Link Campaign Briefs

Reviewers see the campaign brief beside the asset, so they can check its objective and audience without searching campaign rows.

Works with10 tools
Published by Campaigns Essentials
Link Campaign Drafts

Your review rows point to the latest mapped campaign drafts, so the team can open the current file without chasing links.

Works with13 tools
Published by Campaigns Essentials
Attach Draft Versions

Your campaign team finds the current draft on its review card, with a version note to make the handoff clear.

Works with15 tools
Published by Campaigns Essentials
Attach Current Proof Links

Your reviewer sees the current image or PDF proof link and revision on the task before deciding.

Works with18 tools
Published by Creative Review Essentials
Match Feedback to Draft

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with20 tools
Published by Campaigns Essentials
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