- AI-Agent
- Ready to Run
Create Project Folders
Build a project management folder structure from kickoff packets
Use this Agent instantly or customize it - no programming needed
- a kickoff packeta kickoff packet
Find the project name, code, and access list in a kickoff packet.
- Project setup rulesProject setup rules
Your rules set the folder name, four sections, and access roles.
- Existing foldersExisting folders
Your existing project folder and sections show what the Agent can reuse.
- Current permissionsCurrent permissions
Your current permissions show who can already open each folder and section.
- Project setup detailsProject setup details
The file details for a kickoff packet show folder links and any gaps for your coordinator.
- Project setup detailsProject setup details
The file details for a kickoff packet show folder links and any gaps for your coordinator.
- Project folder structureProject folder structure
Your project folder holds sections for plans, decisions, deliverables, and approvals.
- Folder permissionsFolder permissions
Your folder and section access follows the roles the Agent can apply.
- Project setup detailsProject setup details
The file details for a kickoff packet show folder links and any gaps for your coordinator.
This Agent spots a new kickoff packet in your intake folder. It checks project details and builds missing folders using your access rules. Your coordinator finds links and setup gaps in the packet's file details.
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Google DriveUsed as:
- Shared drive
Google Drive lets the Agent build project folders, check access, and update a kickoff packet's file details.
Google ContactsUsed as:
- Shared drive
Google Contacts lets the Agent build project folders, check access, and update a kickoff packet's file details.
DropboxUsed as:
- Shared drive
Dropbox lets the Agent build project folders, check access, and update a kickoff packet's file details.
Microsoft SharePointUsed as:
- Shared drive
Microsoft SharePoint lets the Agent build project folders, check access, and update a kickoff packet's file details.
Microsoft Office 365Used as:
- Shared drive
Microsoft Office 365 lets the Agent build project folders, check access, and update a kickoff packet's file details.
Made for your industry
Create Project Folders is made for businesses in these industries.
- Advertising and Marketing
Set up campaign folders and access from each client kickoff packet.
Show all Agents for the Advertising and Marketing industry - IT Services
Set up client project folders and flag missing team access.
Show all Agents for the IT Services industry - Consulting
Turn client kickoff packets into shared engagement folders.
Show all Agents for the Consulting industry - Construction
Prepare shared job folders for plans and approvals before work starts.
Show all Agents for the Construction industry - Graphic Design
Create client project folders for deliverables and approvals.
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Create production folders for deliverables and approvals.
Show all Agents for the Video Production industry - Public Relations
Create client campaign folders and check who can open them.
Show all Agents for the Public Relations industry - Market Research
Set up study folders and check team access before kickoff.
Show all Agents for the Market Research industry - Architecture and Engineering
Create project folders for plans and approvals with team access.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Build shared folders for strategy engagements with access rules.
Show all Agents for the Management Consulting industry - Event Management
Create event project folders and check access for the named team.
Show all Agents for the Event Management industry - Cybersecurity
Set up client assessment folders and flag access gaps.
Show all Agents for the Cybersecurity industry - Interior Design
Build shared design project folders with plans and decisions sections.
Show all Agents for the Interior Design industry
Made for your role
Create Project Folders is made for people in these roles.
- Project Coordinator
Build each project folder from its kickoff packet and flag setup gaps.
Show all Agents for the Project Coordinator role - Project Manager
Prepare a shared project workspace with sections and access checks.
Show all Agents for the Project Manager role - Document Controller
Create standard project folders and verify section access.
Show all Agents for the Document Controller role
Made for your department
Create Project Folders is made for people in these departments.
- Project Management
Set up project workspaces from kickoff packets and flag gaps.
Show all Agents for the Project Management department - Document Control
Create standard project sections and check who can open them.
Show all Agents for the Document Control department
How Create Project Folders works
5 steps, in order, on every run.
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Read the kickoff packetRead the project code, name, and access list. Record missing project details on the packet before creating folders.
-
Find the project folderSearch the parent folder by project code. Reuse a match, or flag conflicting folders for your coordinator.
-
Create missing sectionsCreate the project folder when needed. Add missing plans, decisions, deliverables, and approvals folders.
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Set section accessApply your chosen roles to the project folder. Limit access to sections that need it, and flag permission changes you cannot make.
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Record links and gapsCheck folder links and effective access. Add project and section links, plus unresolved gaps, to the packet's file details.
How to Get Started
Connect the tools you already use, such as Google Drive, Google Contacts or Dropbox.
5 tools
- Choose the kickoff intake folder and the parent folder for new projects, and give the Agent permission to read, create, share, and update items there.
- Set the kickoff packet naming rule and required fields: project code, project name, and the named people or groups that need access.
- Set the project folder naming rule, the four section names, and the access role for each listed person or group; identify sections that need limited access.
- Set the coordinator who reviews gaps in the kickoff packet's file details and ensure that person can open the intake 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. You choose the parent folder, naming rule, four section names, and access roles before setup runs.
Your existing project folder stays in place. The Agent checks its sections and flags conflicting matches for your coordinator.
Your coordinator sees the affected section in the kickoff packet's file details. You can resolve the missing person, group, or blocked permission change.
Your kickoff packet's file details hold the project folder link and all four section links. Your coordinator can also see any setup gaps there.
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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