AI-Agents for Request Intake in Architecture and Engineering working with Microsoft SharePoint
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
27 toolsAdd the client's project scope to the draft design quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsFind the right project drawing or specification in approved folders.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsLink current design files to project review packets.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
6 toolsLink the current project scope to design quote reviews.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsSend design scope and fee files with proposals for approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 tools
