AI-Agents for Project Coordinators in Client Services in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Add actionable chat requests to the shared task sheet.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
14 toolsAdd labeled project emails to a shared task list without duplicates.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsKeep 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.
14 toolsFile meeting actions where the project team can find them.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsSave project call actions in the shared notes library.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsPlace notes beside project meeting recordings for the team.
Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.
