AI-Agents for Marketing in Document Review 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.
Match campaign proof feedback to the right revision task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
13 toolsEmail reviewers the current campaign draft and review deadline.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
17 toolsSend campaign assets to reviewers with the current file link.
Your reviewer gets the current asset with a clear request, and your campaign task keeps the handoff in view.
18 toolsPut campaign requirements beside assets awaiting approval.
Your reviewers see the brief beside the asset, with the brand decision they need to make clearly stated.
13 toolsCheck client access to the current campaign proof before review.
See whether your client has access to the current proof before the review moves forward, with the answer on the task.
15 toolsRoute campaign proof marks to the maker for revision.
Your maker gets the fixes in the review task, tied to the PDF version your reviewer marked up.
15 toolsCheck campaign proof access before reviewers are due to respond.
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 campaign artwork approvals tied to a changed proof.
Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.
11 toolsFlag campaign files reviewers cannot open before review.
Your review task shows file access problems before review starts. The owner sees what to fix.
6 toolsRoute rejected campaign assets to designers with reviewer notes.
Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.
22 tools