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

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

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
Send Kickoff Welcome Email

Send booked clients their meeting details and preparation.

Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.

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
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
Add Approved Assets to Launch

Link the approved file in the campaign launch folder.

Your campaign team can find the file in the launch folder once a reviewer signs off, without chasing the handoff.

Works with8 tools
Published by Campaigns Essentials
Place Approved Assets

Link the approved file in the campaign launch folder.

Your campaign team gets a shortcut to the approved asset in its launch folder, with no handoff to chase.

Works with8 tools
Published by Campaigns Essentials
Export Partner Tracker

Prepare approved tracker extracts and note excluded records.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Create Project Folders

Create the approved folder structure and link it to each handoff.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Create Project Folders

Build each project folder from its kickoff packet and flag setup gaps.

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
Create Proof Correction Checklists

Put proof corrections on the original task for its maker.

Your maker gets a clear correction checklist on the original card, tied to the proof the reviewer saw.

Works with4 tools
Published by Creative Review Essentials
Create Project Folders

Put a verified folder link or a clear issue on each project schedule row.

Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.

Works with
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