Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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.
Email task owners before due dates and show managers overdue work.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Add a next-day task for flagged project emails with the action to take.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Send task reminders before deadlines and list work with no reachable assignee.
Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.
Send the project lead a digest of missing milestone updates.
Owners get due date reminder emails, and your project lead sees who has not posted an update by the milestone cutoff.
Create approved project folders by ID and share their links with requesters.
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.
Give project leads a folder link when a job is awarded.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
File shared project files and flag uploads needing a decision.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Create missing project folders and send coordinators the links.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Keep project meeting dates current in the shared tracker.
Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.
Keep upcoming project meetings current in the shared plan.
Your shared Notion schedule stays current with upcoming Outlook meetings, so your team can follow changes without copying events by hand.
Turn approved tracker views into checked partner CSVs.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.