Request Intake AI-Agents for Project Coordinators in Consulting

Book project meetings and share the owner's upcoming meetings.

Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.

Works with10 tools

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 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.

Works with7 tools

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

Record each participant's approved channel access on the project roster.

Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.

Works with10 tools

Find fair meeting slots for project teams across time zones.

Get meeting options that fit your team's calendars and work hours, with local times for every office in the request chat.

Works with8 tools

Find shared times for project team check-ins.

Find a meeting time that works for everyone without comparing calendars yourself. Get shared openings back in the same team chat.

Works with8 tools

Find shared times for project meetings across time zones.

Get meeting options across time zones, based on your team's current calendars and the local hours you choose for each person.

Works with8 tools

Find shared work-hour slots for project meetings across time zones.

Get meeting options everyone can attend across time zones, with local times for each person, right in the chat where you asked.

Works with7 tools

Find project session times when all required team members can join.

Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.

Works with7 tools

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

Schedule project check-ins at one time across every date.

Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.

Works with4 tools