AI-Agents for Request Intake in Construction working with Dropbox

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

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
Send PDF Signature Requests

Send approved subcontract agreements to signers and link requests to the ticket.

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools
Find Shared Files

Locate the right plan or project file for a crew's request.

Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.

Works with10 tools
Prepare Document Reviews

Attach current project files before approval review.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
Return Incomplete Contract Approvals

Return subcontract approvals with missing contract files for correction.

Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.

Works with11 tools
Published by Approvals Essentials
Attach Client Scope

Note differences between job scope and quoted work for approvers.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools
Published by Approvals Essentials
Attach Proposal Packets

Attach current bid scope and pricing files before proposal approval.

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools
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