AI-Agents for Project Management working with Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Send Current Proof

Email the current proof to its reviewer and record the version sent.

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with21 tools
Published by Creative Review Essentials
Send Asset Review Requests

Record the review email and send time 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

Record each campaign review request on its task.

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
Prepare Document Reviews

Attach current project files to approval packets for review.

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
Replace Proof Links

Record who saw the earlier proof when updating task links.

Your review tasks point to the latest proof, with a comment naming who saw the previous version so the next handoff stays clear.

Works with15 tools
Published by Creative Review Essentials
Attach Current Proof Links

Keep the approval task tied to the verified proof revision.

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

Works with11 tools
Published by Creative Review Essentials
Attach Draft Versions

Update campaign review cards with the latest draft link.

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

Works with10 tools
Published by Campaigns Essentials
Check Proof Access

Post reviewer access checks on proof tasks ahead of due dates.

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 proof decisions when the linked file has changed.

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
Add Proof Marks

Keep proof revisions and review fixes together on the maker's card.

Your maker gets a clear fix checklist with reviewer marks linked to the proof revision they belong to.

Works with9 tools
Published by Creative Review Essentials
Check Proof Access

Show proof access gaps on review cards before assignment.

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
Update Proof Links

Keep the latest proof on its card for the assigned reviewer.

Your rework card points to the latest image or PDF proof, with the next reviewer clear when a shared file changes.

Works with9 tools
Published by Creative Review Essentials
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