AI-Agents for Request Intake in Architecture and Engineering

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Draft Business Proposal

Turn project briefs into design proposals with scoped fees and milestones.

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

Combine drawing sheets into one PDF in the specified page 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
Draft and Send Proposals

Draft design proposals from client needs and project milestones.

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

Works with5 tools
Email New File Links

Send design reviewers the name and link of each new project file.

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
Merge Report PDFs

Assemble project report PDFs in page order and save a shared copy.

Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.

Works with8 tools
Send Client Welcome Email

Send new project clients their scope details and shared folder link.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools
Send Client Welcome Email

Welcome new project clients with their agreed scope and first steps.

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

Works with24 tools
Book Virtual Client Meetings

Reserve design review calls on the project lead's calendar.

Your client meeting requests become calendar bookings with private video links, and clients get the details by email.

Works with6 tools
Draft Business Proposal

Draft design proposals with agreed scope and project milestones.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Draft Business Proposal

Build design service proposals around approved scope, fees, and milestones.

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools
Answer Shared File Requests

Find requested project drawings and flag links teammates cannot open.

Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.

Works with7 tools
Draft RFP Proposal

Draft design proposals against project requirements and approved fees.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
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