AI-Agents for Project Coordinators in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send the current draft to its reviewer and log the handoff on the card.
Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.
16 toolsBook 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.
10 toolsEmail 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.
27 toolsFind 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.
7 toolsSend 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.
5 toolsRecord 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.
10 toolsFind 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.
10 toolsShortlist project meeting times with live booking links.
Get group meeting times that fit everyone's survey answers and the host's current openings, with booking links and clear conflicts.
10 tools
