AI-Agents for Document Controllers in Project Management working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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.
30 toolsSend 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.
27 toolsMark 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.
27 toolsDistribute 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.
19 toolsClear exact file duplicates while preserving each project's chosen copy.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
28 tools
