AI-Agents for Approval Followup in Construction

Remind reviewers, return incomplete requests, ask for missing evidence. Every one is ready to run, and you can adjust it in plain language.

Notify Deal Owners

Email deal owners when project proposals are rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Return Incomplete Purchase Requests

Track emailed jobsite purchases and ask for missing details.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 tools
Request Purchase Evidence

Request missing quotes before job purchases move to approval.

Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.

Works with23 tools
Published by Approvals Essentials
Request Invoice Evidence

Flag missing invoice images on supplier bills before approval.

Your requester knows exactly what to add, and your approver can see why the bill is waiting.

Works with22 tools
Published by Approvals Essentials
Flag Due Bill Gaps

Flag near-due material bills with missing receiving records.

Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.

Works with10 tools
Published by Accounts Payable Essentials
Request Direct Deposit Form

Request missing direct deposit forms from field crews in private chat.

Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.

Works with18 tools
Return Incomplete Requisitions

Return purchase requests missing a department or needed date.

Keep incomplete purchase requests out of your approval queue and give requesters the exact fixes they need in chat.

Works with8 tools
Flag Missing Bill Receipts

Flag missing receipt files on supplier bills due soon.

Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.

Works with6 tools
Published by Accounts Payable Essentials
Open Supplier Edit Tasks

Open tasks when material supplier edits delay contract signing.

Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.

Works with9 tools
Alert Proposal Owners

Alert bid owners when proposal approval calls for revisions.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with6 tools
Published by Approvals Essentials
Assign Proposal Revision Tasks

Assign revision tasks when project proposals fail internal approval.

Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.

Works with13 tools
Assign Missing I-9 Tasks

Assign missing I-9 evidence tasks for jobsite hires.

Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.

Works with17 tools
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