AI-Agents for Handoffs in Construction working with Microsoft SharePoint

Flag copied project documents before handing over a shared folder.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools

Email project reviewers links to new plans placed in the review folder.

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

Email a weekly list of matching project documents and their locations.

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 approved project handoff notes and files to each site contact.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools

Create 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.

Works with15 tools

Assemble 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.

Works with12 tools

Stage state forms for new field crews and flag outdated copies.

Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.

Works with9 tools

Set up awarded job folders for construction file handoffs.

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

Share signed project contracts with a brief of key obligations.

Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.

Works with15 tools

Sort 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.

Works with18 tools

Add 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.

Works with17 tools

Join project report PDFs into one file for team review.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools