AI-Agents for Document Controllers in Project Management

Agents help Document Controllers keep project files current and easy to find.

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
Assign PDF Rework

Link the reviewed PDF to the original maker’s rework task.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Recheck Revised Drawings

Link the current drawing to its earlier decision before handoff.

Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.

Works with8 tools
Find Shared Files

Locate requested project files and flag uncertain matches.

Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.

Works with10 tools
Log Proof Decisions

Record approval decisions against specific proof revisions.

Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.

Works with6 tools
Prepare Document Reviews

Check file versions before linking them to review packets.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
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
Create Project Folders

Create 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.

Works with12 tools
Create Project Folders

Create 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.

Works with5 tools
Merge PDFs for Review

Attach one ordered PDF packet to the project task.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Works with5 tools
Sort Work Folder Files

File new project documents and flag uncertain matches.

Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.

Works with6 tools
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