AI-Agents for Project Managers in Handoffs working with Google Contacts

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Send Notes by Email

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.

Works with18 tools
Email New File Links

Send 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.

Works with27 tools
Find Duplicate Files

Flag 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.

Works with27 tools
Send Client Welcome Email

Send 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.

Works with24 tools
Send Client Welcome Email

Send 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.

Works with24 tools
Create Project Folders

Link 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.

Works with15 tools
Create Construction Project Folders

Get 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.

Works with10 tools
Sort Project Files

Keep 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.

Works with18 tools
Assign PDF Rework

Turn rejected PDF reviews into assigned rework tasks.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Recheck Revised Drawings

Hold the drawing handoff until a coordinator reviews the changes.

Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.

Works with8 tools
Export Partner Tracker

Deliver a checked partner tracker CSV after approving the view.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Review Proposal Revisions

Hold delivery until changes to a reviewed proposal get checked.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools
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