AI-Agents for Project Management in Handoffs working with Zoho Mail

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

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
Send Notes by Email

Email project handoff notes with files and a send confirmation.

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Send Current Proof

Email the current proof to its reviewer and record the version sent.

Your reviewer gets the current image or PDF and a clear question. Your review card shows which revision you sent.

Works with19 tools
Published by Creative Review 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
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
Add Reviewer Feedback

Keep reviewer requests on the campaign card tracking the work.

Requests for changes land on your campaign cards, so creators can see reviewer feedback beside the draft.

Works with9 tools
Published by Campaigns Essentials
Send Out-of-Office Replies

Reply to project email and flag requests due before the manager returns.

Your senders hear back while you're away, and your backup sees requests that need attention before you return.

Works with12 tools
Capture Proof Fixes

Tie review fixes to the current proof on the project card.

Your maker gets a clear fix list on the matching card, tied to the marked proof from the reviewer's email.

Works with14 tools
Published by Creative Review Essentials
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
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
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