- AI-Agent
- Ready to Run
Create Project Folders
Build Agile or PRINCE2 folder structures for project handoffs
Use this Agent instantly or customize it - no programming needed
- Handoff task changeHandoff task change
Your handoff task sends its ID when its method changes and its folder link is empty.
- Handoff taskHandoff task
Your handoff task holds the chosen method, project identity, lead, and required handoff details.
- Project folder rulesProject folder rules
You choose the parent folder, naming rule, and approved phase names for each method.
- Existing project foldersExisting project folders
Your shared files show existing project folders and phase sections beneath the chosen parent.
Your project task manager signals method choices and holds project details, folder links, and comments.
Your shared file manager finds the project folder and creates missing approved phase folders.
- Lead commentLead comment
Your lead gets the folder link or a precise request for missing details or fixes.
- Lead commentLead comment
Your lead gets the folder link or a precise request for missing details or fixes.
- Project folderProject folder
Your project folder contains the approved phase sections for the chosen method.
- Folder linkFolder link
Your handoff task holds a link to the verified project folder.
- Lead commentLead comment
Your lead gets the folder link or a precise request for missing details or fixes.
- Lead commentLead comment
Your lead gets the folder link or a precise request for missing details or fixes.
This Agent reads your handoff task after you choose Agile or PRINCE2. It checks for a matching folder, adds missing phases, and links the task. Your lead sees any missing details in a comment.
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Google DriveUsed as:
- Shared file manager
Google Drive finds the project folder and creates missing approved phase folders.
monday.comUsed as:
- Project task manager
monday.com signals method choices and holds project details, folder links, and comments.
ClickUpUsed as:
- Shared file manager
ClickUp finds the project folder and creates missing approved phase folders.
- Project task manager
ClickUp signals method choices and holds project details, folder links, and comments.
Google ContactsUsed as:
- Shared file manager
Google Contacts finds the project folder and creates missing approved phase folders.
DropboxUsed as:
- Shared file manager
Dropbox finds the project folder and creates missing approved phase folders.
OneDriveUsed as:
- Shared file manager
OneDrive finds the project folder and creates missing approved phase folders.
Microsoft SharePointUsed as:
- Shared file manager
Microsoft SharePoint finds the project folder and creates missing approved phase folders.
Microsoft Office 365Used as:
- Shared file manager
Microsoft Office 365 finds the project folder and creates missing approved phase folders.
BasecampUsed as:
- Shared file manager
Basecamp finds the project folder and creates missing approved phase folders.
BoxUsed as:
- Shared file manager
Box finds the project folder and creates missing approved phase folders.
PipefyUsed as:
- Project task manager
Pipefy signals method choices and holds project details, folder links, and comments.
TeamworkUsed as:
- Project task manager
Teamwork signals method choices and holds project details, folder links, and comments.
Made for your industry
Create Project Folders is made for businesses in these industries.
- Software
Set up Agile project folders and link them to delivery tasks.
Show all Agents for the Software industry - IT Services
Create method-specific folders for client delivery handoffs.
Show all Agents for the IT Services industry - Consulting
Organize client project files when a delivery method is chosen.
Show all Agents for the Consulting industry - Construction
Create project phase folders before delivery teams take over.
Show all Agents for the Construction industry - Government
Prepare approved phase folders for public project handoffs.
Show all Agents for the Government industry - Architecture and Engineering
Set up approved phase folders for design project handoffs.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Link structured project folders to client engagement handoffs.
Show all Agents for the Management Consulting industry
Made for your role
Create Project Folders is made for people in these roles.
- Project Coordinator
Create the approved folder structure and link it to each handoff.
Show all Agents for the Project Coordinator role - Project Manager
Link project folders to handoffs and flag missing details.
Show all Agents for the Project Manager role - Document Controller
Create approved phase folders without duplicating existing ones.
Show all Agents for the Document Controller role - Client Delivery Manager
Prepare client project folders for delivery handoffs.
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
Set up project folders and flag gaps in handoff details.
Show all Agents for the Project Management department - Client Services
Organize shared project files for client delivery handoffs.
Show all Agents for the Client Services department - Document Control
Complete approved phase folders and reuse existing project files.
Show all Agents for the Document Control department
How Create Project Folders works
4 steps, in order, on every run.
-
Check the handoff taskRead the chosen method and project details. Ask the lead for a project code or name if either is missing.
-
Find or create the project folderSearch your chosen parent folder for a match. Create the named folder if none exists; flag multiple matches for the lead.
-
Add missing phase foldersUse the Agile or PRINCE2 phase names you approve. Add only missing sections; flag a conflicting structure for the lead.
-
Link the folder to the taskSave the verified folder link on the task. Comment with the link and any missing handoff details.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or ClickUp.
12 tools
- Choose the handoff task project, its delivery-method field, project code and name fields, folder-link field, and the fields required for the handoff.
- Set the parent project folder, the project folder naming rule, and the approved phase subfolder names for Agile and PRINCE2.
- Make the project lead a collaborator on each handoff task so the task comment reaches them.
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 set the phase names for Agile and PRINCE2, plus the parent folder and project naming rule.
Your lead gets a task comment asking for the missing detail. The folder needs both before the Agent can name it.
The Agent uses a matching folder and adds missing phase sections. If multiple folders match or the structure conflicts, your lead gets the links to resolve it.
The Agent comments on the handoff task. Add your lead as a task collaborator during setup so the comment reaches them.
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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