AI-Agents for Request Intake in Architecture and Engineering working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
8 toolsDraft 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.
10 toolsAttach the reviewed project scope to the draft client quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsMerge project proposals and supporting PDFs in bid order.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
5 toolsCombine design PDFs in task order into one review packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsDraft project proposals with design scope and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsSend design agreements for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 tools
