AI-Agents for Handoffs in Architecture and Engineering 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

Mark matching project files before design folders 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

Send design reviewers the name and link of each new project 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

Mark extra copies of design files and link the oldest one to keep.

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

Email approved design handoffs and files to named project 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

Set 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.

Works with15 tools
Sort Project Files

Move 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.

Works with18 tools
Add Missing Project Folders

Create 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.

Works with17 tools
Export Partner Tracker

Share approved design tracker rows with project partners.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Recheck Drawing Reviews

Compare changed drawing links with prior design 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 field approvals 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
Create Project Folders

Set up approved phase folders for design project handoffs.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Create Project Folders

Create project folders for plans and approvals with team access.

Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.

Works with5 tools
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