AI-Agents for Document Controllers in Handoffs working with Microsoft SharePoint

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Flag Duplicate Files

Flag exact copies in project folders before document handoffs.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

Send project reviewers the name and link of each new document.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Find Duplicate Files

Mark extra project documents and email each matching group.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Send Handoff Notes

Distribute approved handoff files and log each recipient's send result.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 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
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
Convert HTML Files

Keep 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.

Works with6 tools
Recheck Drawing Reviews

Catch drawing revision changes before old approvals move ahead.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Link drawing revisions to prior sign-offs for review.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Route Revised Policy Drafts

Link revised policy drafts to new reviews before handoff.

See what changed and who needs to review it before your revised policy draft moves forward.

Works with10 tools
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