AI-Agents for Approvals in Construction working with Formstack

Draft project proposals from intake details and approved service rates.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Show possible repeat requests from project teams in the purchase sheet.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools

Ask for missing reasons on large project purchases before approval.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools

Flag mismatches between material requests and supplier quotes.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools

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

Attach the submitted job scope to the draft construction quote.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools

Route project agreements to required signers and flag unsigned contracts.

Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.

Works with24 tools

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

Route project purchase requests with quotes to budget owners.

Your budget owners get the purchase details and quote link together in an assigned task, ready to review.

Works with20 tools

Put resubmitted material quotes on the request awaiting approval.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools

Attach supplier packets to purchase requests for jobsite purchases.

Your buyers find supplier paperwork beside the right purchase request, while your team handles mismatches.

Works with8 tools

Catch mismatched totals on project material requests.

See the calculated amount and any difference on your purchase form before you review the request.

Works with7 tools