AI-Agents for Document Filing in Construction working with monday.com

Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.

Send New Hire Packets

Send approved packets to new crew members and report what went out.

Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.

Works with10 tools
Draft New Hire Packets

Prepare packet drafts for new hires across job roles and locations.

Your new hire packet draft brings relevant document links together and shows HR what needs review before sending.

Works with8 tools
Prepare New Hire Packet Forms

Prepare site worker hire forms using role and location rules.

Get new hire packet forms ready for HR review, with details from HR's request filled in and the hire's remaining fields clearly marked.

Works with10 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
Prepare New Hire Packet

Collect approved files for new site hires in one packet folder.

Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.

Works with10 tools
File Signing Evidence

File signing evidence beside completed subcontracts.

Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.

Works with8 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 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
File In-Person Meeting Notes

Capture jobsite meeting decisions and follow-ups in one note.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
Create Project Folders

Create project phase folders before delivery teams take over.

Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.

Works with12 tools
Request Post-Incident Review

Link the completed site incident report for the review decision.

Your reviewer gets the finished report and a clear decision request. Your case shows when you asked.

Works with5 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
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