AI-Agents for Document Review in Construction working with monday.com
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsSend 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.
13 toolsFlag 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.
30 toolsReturn 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.
32 toolsEmail 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.
29 toolsFlag 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.
12 toolsEmail 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.
31 toolsMatch bid concessions to the client's latest accepted terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsDraft project proposals with agreed work and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsReturn subcontractor contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
26 toolsTurn approved project estimates into proposals for the deal owner to review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsRetrieve past project meeting transcripts for build discussions.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 tools
