AI-Agents for Document Control working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Trash exact file copies and show which project file remains.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
28 toolsSave flagged project attachments under original names and flag conflicts.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsFind the requested project document and flag blocked access.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
7 toolsPreserve emailed project files without replacing matching filenames.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsSend released documents to named recipients and log delivery failures.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsCreate 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.
15 toolsAssemble project files in the listed order and share one PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsMove 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.
18 toolsAdd 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.
17 toolsPair exported signed PDFs with audit pages in final agreement folders.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsRequest power of attorney forms missing from the signed-file folder.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsStore 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.
6 tools
