AI-Agents for Document Controllers working with ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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
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
Merge PDF Files

Combine project PDFs in manifest order and send the owner a link.

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Works with14 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
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Keep construction work from moving ahead on an outdated drawing decision.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
Convert Image to Text

Put text from linked document images on the review task.

Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.

Works with11 tools
Open Manual Review

Open one review per manual revision with changes and prior sign-off.

Your document review and approval process has a clear next step: a linked task with the changes and prior decision for the revised manual.

Works with8 tools
Open Specification Review

Compare each revised spec with its exact approved version.

See which specification changes need another decision before production continues, with a linked review for your product manager and a visible reapproval flag.

Works with8 tools
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