AI-Agents for Request Intake in Construction working with Heyflow

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

Draft project proposals from intake details and approved service rates.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Flag Possible Purchase Duplicates

Show possible repeat requests from project teams in the purchase sheet.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools
Check Purchase Reasons

Ask for missing reasons on large project purchases before approval.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Flag Quote Mismatches

Flag mismatches between material requests and supplier quotes.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools
Send Client Contracts

Route project agreements to required signers and flag unsigned contracts.

Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.

Works with24 tools
Assign Missing I-9 Tasks

Assign missing I-9 evidence tasks for jobsite hires.

Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.

Works with17 tools
Log Lead Ad Responses

Capture project inquiries and timing for review before outreach.

Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.

Works with9 tools
Attach Repeat Quotes

Put resubmitted material quotes on the request awaiting approval.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools
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