AI-Agents for Project Management in Exception Handling

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Sync Outlook Meetings

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.

Works with10 tools
Check Reviewer Access

Show card owners which review handoffs need a file access fix.

Your campaign card shows whether the assigned reviewer can open the linked file, so your team can fix sharing before requesting review.

Works with7 tools
Published by Campaigns Essentials
Flag Expiring Proof Links

Flag proof review tasks whose links expire before their due dates.

Your review tasks show proof link problems before the deadline, so you can renew access before a reviewer opens the file.

Works with8 tools
Flag File Access Gaps

Flag file access blockers on ready review tasks.

Your review task shows file access problems before review starts. The owner sees what to fix.

Works with6 tools
Published by Campaigns Essentials
Flag Proof Revisions

Notify project coordinators when a revised proof conflicts with its review item.

Your review board shows when a proof file has moved ahead of the version reviewers expect, with a linked alert for the coordinator.

Works with7 tools
Hold Proof Decisions

Flag proof decisions when the linked file has changed.

Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.

Works with7 tools
Published by Creative Review Essentials
File In-Person Meeting Notes

Keep project meeting decisions and action owners together.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Create Project Folders

Set up project folders and flag gaps in handoff details.

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
Recheck Proof Access

Keep review cards current on proof access through their due dates.

Your review cards show whether a reviewer's proof grant lasts through the deadline, so you can spot access problems before a decision is due.

Works with7 tools
Create Project Folders

Set up project workspaces from kickoff packets and flag gaps.

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

Works with5 tools
Sort Work Folder Files

Sort incoming project files into matching work folders.

Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.

Works with6 tools
File Meeting Notes

Record project decisions and assigned actions after video meetings.

Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.

Works with5 tools