AI-Agents for Project Management in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
16 toolsReply 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.
12 toolsBook project meetings and answer calendar questions from colleagues.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsEmail 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.
27 toolsShare 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.
24 toolsSend 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.
24 toolsFind project documents for teammates and report access gaps.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
7 toolsSend the kickoff plan and report missing client details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsKeep project rosters aligned with approved channel membership.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.
10 toolsLocate project files requested across the delivery team.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsTie review requests to checked file revisions in the task.
Your reviewers hear about the right proof after its file matches the task and your preparation checks are complete.
13 toolsShortlist project meeting times everyone selected and the host can book.
Get group meeting times that fit everyone's survey answers and the host's current openings, with booking links and clear conflicts.
10 tools
