AI-Agents for Document Filing in Architecture and Engineering working with Zoom
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File signed design agreements and send project teams their links.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsAssemble project report PDFs in page order and save a shared copy.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsArchive flagged drawing attachments by project 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 toolsRecover emailed drawings from older project correspondence.
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 toolsSet up each approved design project's folder by ID and share its link.
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 drawing PDFs in order and send the combined file 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 design files into project folders and flag uncertain matches.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 toolsCreate missing design project folders and share their links.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
17 toolsMerge linked plans and reports into one ordered project PDF.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Save design review decisions beside the room recording.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsSend approved project agreements for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsSend approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 tools
