AI-Agents for Request Intake in Construction working with Keap
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
27 toolsSend new clients the signed project scope and a link for shared files.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsAsk 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.
37 toolsReturn subcontractor contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
26 toolsRequest missing quotes before job purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
23 toolsFlag missing invoice images on supplier bills before approval.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
22 tools
