AI-Agents for Document Controllers 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 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
Remove Duplicate Files

Flag or trash identical project files and email which copy stays.

Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.

Works with26 tools
Send Duplicate File Report

Report duplicate project file decisions and highlight uncertain records.

Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.

Works with24 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
Trash Duplicate Files

Clear 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.

Works with28 tools
1–7 of 7