AI-Agents for Request Intake in Construction working with Microsoft Outlook

Send complete trade bid packets to reviewers and log the versions.

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools

Show material invoice differences against project purchase orders.

Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.

Works with10 tools

Pair repeat supplier quotes with requests for job materials.

Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.

Works with8 tools

Turn project requirements into proposals with milestones and costs.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Track emailed jobsite purchases and ask for missing details.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 tools

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 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.

Works with24 tools

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

Attach subcontractor W-9s to matching purchase requests.

Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.

Works with7 tools

Draft project proposals with agreed work and approved costs.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools

Flag supplier stock changes while sourcing project materials.

Get product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.

Works with7 tools

Return 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.

Works with26 tools