AI-Agents for Project Coordinators in Audit Trail working with Microsoft Office 365

File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.

Send Asset Review Requests

Send the current draft to its reviewer and log the handoff on the card.

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Send Notes by Email

Email project notes and files to colleagues, then log the result.

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Email New File Links

Email designated reviewers each new project file's name and link.

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
Log Proof Decisions

Keep reviewer decisions with the matching project proof card.

Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.

Works with14 tools
Published by Creative Review Essentials
Send Handoff Notes

Send approved project handoffs to each recipient and track the results.

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 duplicate project files and email folder owners what changed.

Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.

Works with28 tools
Send Client Packets

Send approved project files to stakeholders and report delivery gaps.

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools
Add Private Channel Members

Record each participant's approved channel access on the project roster.

Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.

Works with10 tools
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