AI-Agents for Project Managers in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send team notes by email and see the send status in the note.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
18 toolsEmail timestamped project meetings for reviewing the discussion.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
22 toolsReply to project emails and alert the backup to deadlines during leave.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsSend project reviewers links to files added for their review.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsFlag matching project files and show which copy is oldest.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
27 toolsSend project welcomes once the client brief and folder link are ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsSend new project clients their first steps and shared folder link.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsReply with the matched project meeting transcript for review.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 toolsSend the client kickoff email and report any missing project details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsLink each approved project to its shared folder without duplicating one.
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.
15 toolsGet the awarded job's folder link and any access question in chat.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
10 toolsKeep project folders current and receive a list of unclear files.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 tools
