AI-Agents for Document Control in Handoffs working with Microsoft SharePoint

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

Flag Duplicate Files

Flag exact copies before project documents change hands.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

Email document reviewers the name and link of each new file.

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 identical project documents across subfolders for review.

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 Handoff Notes

Log each send result as approved handoff files go to named contacts.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Create Project Folders

Create folders by project ID so approved work starts in the right place.

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

Build the approved file sections for each awarded job.

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

Move coded files into project folders and flag name conflicts.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
Add Missing Project Folders

Add missing filing sections and flag unclear project names.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
Convert HTML Files

Store checked PDFs beside their HTML sources for retrieval.

Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.

Works with6 tools
Merge PDF Documents

Store merged PDFs in the shared folder and link each request.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
Recheck Drawing Reviews

Compare changed drawing links with earlier sign-offs.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Link revised drawings to earlier sign-offs for review.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
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