Agents help interior design studios turn client inspiration into plans and keep projects moving.
Clear duplicate project files and email folder owners what changed.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
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.
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.
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.
Keep project items and calendar dates aligned, then tell owners what changed.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.