AI-Agents for Customer Messaging in Construction working with Google Contacts

Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.

Send Notes by Email

Email job notes and attached files to named project contacts.

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Send Client Welcome Email

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 Handoff Notes

Send approved project handoff notes and files to each site contact.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Send Sales Follow-Ups

Follow up on project bids when the sales pipeline calls for contact.

Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.

Works with31 tools
Send PDF Signature Requests

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
Send Agreements for Signing

Send approved project contracts to signers in the required order.

Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.

Works with11 tools
Send Agreements in Bulk

Send approved subcontract agreements to each subcontractor.

You get a clear report of which approved agreements went out for signature and which ones need your attention.

Works with4 tools
Send Signature Requests

Send approved project agreements to the listed signers and note the request.

Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.

Works with5 tools
Send Approved Proposals

Send approved bid proposals to prospects and confirm what went out.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools
Request Agreement Signatures

Send approved build contracts for signature and log the invite on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools
Send Agreements for Signature

Send approved subcontract agreements for signature and share signer links.

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Works with5 tools
Send Signature Requests

Send approved subcontract agreements for signature and return signer links.

Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.

Works with5 tools
1–12 of 17