AI-Agents for Project Managers in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
6 toolsHold 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.
11 toolsLink project folders to handoffs and flag missing details.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsPrepare a shared project workspace with sections and access checks.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 toolsKeep requested proof fixes with the current file and assigned maker.
Your maker gets a clear correction checklist on the original card, tied to the proof the reviewer saw.
4 toolsShow which new projects have a ready folder and which need a decision.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.
