AI-Agents for Handoffs in Construction

Pass on decisions, carry revision notes, open supplier setup. 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
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
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
Prepare Bill Review Tasks

Show material invoice differences against project purchase orders.

Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.

Works with10 tools
Published by Accounts Payable Essentials
Send New Lead Emails

Answer construction service inquiries and flag missing scope details.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Link Supplier Quotes

Pair repeat supplier quotes with requests for job materials.

Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.

Works with8 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
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
Return Incomplete Purchase Requests

Track emailed jobsite purchases and ask for missing details.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 tools
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