AI Agent for Citrix ShareFile

"Scan my 'Inbox' folder in Citrix ShareFile for files uploaded last week, identify the client based on the filename, move them to the correct project folder, and notify the project lead in Slack."

"Search all folders in Citrix ShareFile for duplicate files based on content and filename, then delete the older versions."

"List all files currently shared with external email addresses in Citrix ShareFile and export the list to a new Google Sheet."

"Find all folders where 'John Doe' has access in Citrix ShareFile and remove his permissions."

"Copy all files from my 'Active Projects' folder in Citrix ShareFile to a matching folder in Google Drive."

"Check my 'Invoices' folder in Citrix ShareFile for documents that are still pending signature, then send a follow-up email to each client via Gmail."

"Read the latest invoices in my 'Finance' folder, extract the total amount and due date, and add them to my 'Accounts Receivable' sheet in Google Sheets."

"Move all files tagged as 'Tax 2024' from the main folder to the 'Archive' folder in Citrix ShareFile."

"Watch for new files in the 'Expenses' folder and send a summary of the filename and date to the finance Slack channel."

"List all files uploaded by external vendor email addresses and create a summary report in a new Google Doc."

"Scan the 'Contracts' folder for files that do not contain 'NDA' in the name and flag them for review in a Slack channel."

"Compare files in the 'Agreements' folder to ensure every contract has a corresponding signed version, and report any missing ones."

"Identify all folders containing 'Legal' in the name and set permissions to 'Private' for all users except the legal team."

"Read the metadata of files in the 'Contracts' folder, identify those with an expiry date this month, and email the list to the legal team."

"Find all files with 'Template_2022' or older in the name and move them to the 'Legacy' folder."

"Look for new files in the 'Client Uploads' folder, summarise the content, and post the summary to the project Trello board."

"Compare the list of required deliverables in my project sheet against the files present in the 'Deliverables' folder and list what is missing."

"Move all files containing 'Phase 1' in the name to the 'Phase 1 Assets' folder and 'Phase 2' to the 'Phase 2 Assets' folder."

"When a file with 'Milestone' in the name is uploaded, send an email notification to all project stakeholders."

"Find the most recent file in the 'Design' folder, generate a secure share link, and post it to the team Slack channel."