AI-Agents for Document Filing in Construction working with Microsoft Office 365
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Assemble project document pages into one PDF in the requested order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsFile signed client contracts and share links with project teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsArchive emailed project files under the names they arrived with.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
12 toolsSend approved packets to new crew members and report what went out.
Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.
10 toolsSend approved project agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
10 toolsSave flagged project attachments in the right folder and report any gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsRetrieve past project attachments into the shared archive.
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 toolsCreate each approved job's folder by project 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 approved forms for each new crew member into a checked PDF.
Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.
12 toolsCombine project documents in order and share the finished 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 toolsSort job files into project folders and flag naming conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 toolsAdd missing job folders and flag unclear project owners.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
17 tools
