AI-Agents for Document Controllers in Project Management 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.

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
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
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
Create Project Folders

Create 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.

Works with
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