AI-Agents for Document Review in Construction working with Zoho Mail
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
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.
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 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.
22 toolsTurn project requirements into proposals with milestones and costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsEmail 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.
27 toolsEmail 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.
27 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 tools
