AI-Agents for Project Coordinators in Document Control in Handoffs

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Flag Duplicate Files

Email the folder owner where matching project files sit.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 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
Find Duplicate Files

Email a weekly list of duplicate project files to review.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
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
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
Create Project Folders

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.

Works with15 tools
Create Construction Project Folders

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.

Works with10 tools
Sort Project Files

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.

Works with18 tools
Add Missing Project Folders

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.

Works with17 tools
Merge Handoff PDFs

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.

Works with
Upload Linked Files

Share a linked project file with the team and confirm it arrived.

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

Assign the original maker a task with the rejected PDF and reason.

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
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