AI-Agents for Document Control working with Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Archive Email Attachments

Preserve 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.

Works with5 tools
Send Client Packets

Send 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.

Works with5 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
Merge PDF Files

Assemble 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.

Works with14 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
Extract PDF Hyperlinks

Identify embedded links by page in project PDFs for review.

Get a clear list of links from PDFs sent to your review inbox. See the address, visible label, and page for every link.

Works with5 tools
Merge Handoff PDFs

Join linked project records in the order specified for handoff.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Upload Linked Files

Post requested project files to approved channels and confirm sharing.

Your team gets the file in the named channel with the requester's note. The requester gets a link or a clear reason it could not be shared.

Works with7 tools
Convert Images to Text

Bundle text from project document scans with source labels.

Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.

Works with4 tools
Archive Meeting Recordings

Verify recording copies and link them from meeting notes.

Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.

Works with
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