AI-Agents for Project Management

Project Management teams use Agents to track decisions across changing work.

Email New File Links

Email project reviewers links to new files awaiting review.

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

Email grouped links to duplicate files in the project folder.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Log Proof Decisions

Record reviewer decisions on the correct project card.

Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.

Works with14 tools
Published by Creative Review Essentials
Send Client Welcome Email

Share project next steps with new clients once their folder link is ready.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools
Send Client Welcome Email

Send project clients their first steps once the agreement is signed.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Send Handoff Notes

Send approved project handoffs to named contacts and log the results.

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

Works with19 tools
Trash Duplicate Files

Clear duplicate project files and email owners a cleanup log.

Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.

Works with28 tools
Label Inbox Emails

Label project requests needing action and updates by purpose.

Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.

Works with11 tools
Email Meeting Transcript

Email past project meeting transcripts to organizers reviewing decisions.

Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.

Works with6 tools
Email Meeting Transcripts

Send project meeting transcripts to hosts before they write minutes.

Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.

Works with10 tools
Send Action Item Reminders

Email project owners about approaching and overdue actions.

Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.

Works with22 tools
Send Due Date Reminders

Remind project owners before their action items come due.

Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.

Works with22 tools
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