AI-Agents for Client Onboarding in Construction working with Microsoft Outlook

Send new clients the signed project scope and a link for shared files.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools

Send approved project agreements to managers for signature.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools

Send final project agreements to the listed signers.

Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.

Works with8 tools

Send build clients their project kickoff details and preparation.

Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.

Works with5 tools

Send approved subcontract agreements to signers and link requests to the ticket.

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools