Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Create the approved project's folder and send its link to the requester.
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.
Create the job folder and send its link to the project lead.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
File incoming team documents by project and flag unclear uploads.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Create missing project folders and flag unclear owners for review.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Combine linked project PDFs in the order the team requests.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
File project meeting recordings so the team can find them.
Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.