AI-Agents for Document Controllers in Document Control working with Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Archive Email Attachments

Recover emailed project files without overwriting existing copies.

Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.

Works with5 tools
Send Client Packets

Distribute released project files and log each recipient's email status.

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools
Create Project Folders

Create project folders by ID and flag duplicates before files are added.

Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.

Works with15 tools
Create Construction Project Folders

Add missing approved sections to the job folder without duplicates.

Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.

Works with10 tools
Merge PDF Files

Combine project PDFs in manifest order and send the owner a link.

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Works with14 tools
Sort Project Files

Move project files into the right folders and flag name conflicts.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
Add Missing Project Folders

Add missing project filing sections and report unresolved gaps.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
Merge Handoff PDFs

Merge linked project files into one ordered PDF for handoff.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Upload Linked Files

Share requested project files in the named channel and confirm posting.

Your team gets the file in the named channel with the requester's note. The requester gets a link or a clear reason it could not be shared.

Works with7 tools
Archive Meeting Recordings

Verify archive copies and link them from meeting notes.

Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.

Works with
Audit Shared File Access

Flag access beyond approved domains on recently changed project files.

Your file owners see which open links and outside grants to revisit. Private reports point them to recently changed files.

Works with
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