AI-Agents for Document Controllers in Project Management in Handoffs

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
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
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
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
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