Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
Find requested project files and check their links before replying.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
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.
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.
Find the project file a teammate needs from their search clues.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Attach current project files before handing packets to reviewers.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Merge task PDFs in the requested order and link the packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Route complete project requests to named reviewers.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.