- AI-Agent
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Create Project Folders
Copy the current template for new projects on the delivery schedule
Use this Agent instantly or customize it - no programming needed
- delivery scheduledelivery schedule
Your delivery schedule lists each project's code, name, owner, folder link, and status.
- filing rulesfiling rules
Your filing rules set the folder name, required sections, and owner for each project code.
- folder templatefolder template
Your current folder template provides the sections each new project folder needs.
- existing project foldersexisting project folders
Your existing project folders show whether a folder name is taken and needs checking.
- folder statusfolder status
Your schedule shows when the folder is ready or names the specific issue to fix.
- folder statusfolder status
Your schedule shows when the folder is ready or names the specific issue to fix.
- folder statusfolder status
Your schedule shows when the folder is ready or names the specific issue to fix.
- folder statusfolder status
Your schedule shows when the folder is ready or names the specific issue to fix.
- project folderproject folder
Your project folder contains the required sections, whether copied or already present.
- folder linkfolder link
Your schedule row links to the verified project folder so you can open it.
- folder statusfolder status
Your schedule shows when the folder is ready or names the specific issue to fix.
This Agent checks your delivery schedule each workday for projects without folders. It checks owners and template sections, then copies or verifies folders. You get a folder link or a specific issue on the schedule.
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ClickUpUsed as:
- Shared filing space
ClickUp holds the schedule, template, and project folders so the Agent can check and update them.
Microsoft Office 365Used as:
- Shared filing space
Microsoft Office 365 holds the schedule, template, and project folders so the Agent can check and update them.
BasecampUsed as:
- Shared filing space
Basecamp holds the schedule, template, and project folders so the Agent can check and update them.
Made for your industry
Create Project Folders is made for businesses in these industries.
- Advertising and Marketing
Set up campaign folders before teams begin client work.
Show all Agents for the Advertising and Marketing industry - IT Services
Create project folders for new client delivery work.
Show all Agents for the IT Services industry - Consulting
Prepare shared folders for new client engagements on the schedule.
Show all Agents for the Consulting industry - Construction
Set up project filing sections before construction documents arrive.
Show all Agents for the Construction industry - Video Production
Prepare standard production folders for newly scheduled shoots.
Show all Agents for the Video Production industry - Architecture and Engineering
Create standard folders for new design projects before drawings arrive.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Open standard engagement folders for newly scheduled client work.
Show all Agents for the Management Consulting industry
Made for your role
Create Project Folders is made for people in these roles.
- Project Coordinator
Put a verified folder link or a clear issue on each project schedule row.
Show all Agents for the Project Coordinator role - Project Manager
Show which new projects have a ready folder and which need a decision.
Show all Agents for the Project Manager role - Document Controller
Create required filing sections and flag folders with missing sections.
Show all Agents for the Document Controller role - Operations Coordinator
Prepare shared project folders as new work reaches the schedule.
Show all Agents for the Operations Coordinator role - Client Delivery Manager
Make new client project folders ready before delivery work starts.
Show all Agents for the Client Delivery Manager role
Made for your department
Create Project Folders is made for people in these departments.
- Project Management
Link verified project folders to the delivery schedule.
Show all Agents for the Project Management department - Operations
Prepare shared folders for new projects and surface setup conflicts.
Show all Agents for the Operations department - Document Control
Copy the current filing template and flag any missing sections.
Show all Agents for the Document Control department
How Create Project Folders works
5 steps, in order, on every run.
-
Find projects needing foldersRead schedule rows without a completed folder status. Gather the template sections and existing project folder names.
-
Check project detailsCheck project codes and assigned owners against your rules. Flag missing names or ownership conflicts on the schedule.
-
Check the template and existing foldersCompare the template's sections with your required list. Check any existing folder with the required name before copying.
-
Create missing project foldersCopy the current template under each valid project name. Wait for the copy to finish before checking its sections.
-
Record folder links or issuesMark verified folders complete and link them on the schedule. Record a specific issue for any project needing a decision.
How to Get Started
Connect the tools you already use, such as ClickUp, Microsoft Office 365 or Basecamp.
3 tools
- Choose a delivery schedule workbook and table with a unique project code, project name, assigned owner, folder link, and folder status on each row.
- Choose the project folders' parent folder and the one current template folder in the same shared filing space.
- Enter the folder naming pattern, required section names, and the owner assigned to each project code or code group.
- Choose the weekday check time and give the Agent read and write access to the schedule workbook, template, and destination folder.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Create Project Folders:
Yes. Choose your current template folder and the sections it must contain. The Agent copies that template for projects that pass your rules.
No. The Agent checks a folder with the required name. Your coordinator gets its link if the sections match, or a conflict on the schedule if they do not.
Your coordinator sees the specific issue on that project's schedule row. The Agent leaves the folder uncreated when the details disagree with your rules.
Your delivery schedule gets a link and completed status for every verified folder. Choose a schedule table with link and status columns during setup.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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