AI-Agents for Document Controllers in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
17 toolsPlace signed PDFs and their audit pages in the right client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsKeep checked PDFs beside their source HTML files for retrieval.
Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.
6 toolsPair final agreement files with verified signing evidence.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsLink revised policy drafts to new reviews before handoff.
See what changed and who needs to review it before your revised policy draft moves forward.
10 toolsCreate approved phase folders without duplicating existing ones.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsCreate standard project folders and verify section access.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 toolsFile signed project agreements and logs in the final folder.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsFlag repeated files in submitted document packages.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsCreate required filing sections and flag folders with missing sections.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.
