AI-Agents for Handoffs in Construction working with SendGrid

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

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
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
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
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
Send Client Welcome Email

Send new clients the signed project scope and a link for shared files.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Send Handoff Notes

Send approved project handoff notes and files to each site contact.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
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
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