AI-Agents for Project Management in Document Review working with Microsoft Office 365

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Send Morning Briefing

Surface unanswered project messages and open meeting actions.

Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.

Works with14 tools
Send Asset Review Requests

Record the review email and send time on the campaign card.

Your campaign reviewer gets the current draft and a clear request, while the card shows when the email went out.

Works with16 tools
Published by Campaigns Essentials
Flag Duplicate Files

Email folder owners the locations of matching project files.

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

Works with30 tools
Review Revised Quotes

Open review tasks for quote changes that could affect project scope.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools
Transcribe Meeting Recordings

Transcribe project meetings so coordinators can check remarks before minutes.

Turn a meeting recording into a transcript you can review, with speaker labels and unclear passages flagged before you write minutes.

Works with10 tools
Email Meeting Transcripts

Email project meeting transcripts with times for checking minutes.

Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.

Works with22 tools
Send Emails to Notion

Track labeled project emails as shared tasks and clear finished threads.

Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.

Works with12 tools
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
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
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