AI-Agents for Project Management working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Remind task owners of revised deadlines and flag overdue work.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
30 toolsRemind project owners of deadlines and alert teams to overdue work.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
30 toolsEmail 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.
18 toolsEmail 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.
30 toolsEmail 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.
22 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 toolsEmail 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.
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 toolsSend approved project handoffs to named contacts and log the results.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsClear duplicate project files and email owners a cleanup log.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
28 toolsEmail project owners about approaching and overdue actions.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 tools
