AI-Agents for Document Review in Construction

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

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
Merge PDF Documents

Assemble project document pages into one PDF in the requested order.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools
Send Proposal Packets

Send complete trade bid packets to reviewers and log the versions.

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools
Flag Duplicate Files

Flag copied project documents before handing over a shared folder.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Request Supplier Form Corrections

Return supplier forms with details that conflict with materials purchase orders.

Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.

Works with32 tools
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
Review Revised Quotes

Flag subcontractor quote changes against signed project terms.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools
Email Meeting Transcripts

Email project meeting transcripts for reviewing build discussions.

Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.

Works with22 tools
Draft and Send Proposals

Turn project requirements into proposals with milestones and costs.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools
Email New File Links

Email project reviewers links to new plans placed in the review folder.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Find Duplicate Files

Email a weekly list of matching project documents and their locations.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Request Remittance Contacts

Email construction suppliers about missing remittance contacts.

Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.

Works with31 tools
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