AI-Agents for Construction working with Microsoft Office 365

Show the value of open project deals by stage each Monday.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools

Flag overdue build tasks in the Monday lead email.

Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.

Works with30 tools

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

Prompt owners before project deadlines and list unfinished work for leads.

Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.

Works with9 tools

Email task owners before build deadlines and alert the team to overdue work.

Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.

Works with30 tools

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

Assemble project document pages into one PDF in the requested order.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools

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

Email job notes and attached files to named project contacts.

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools

Flag copied project documents before handing over a shared folder.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools

Return supplier forms with details that conflict with materials purchase orders.

Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.

Works with32 tools

Answer construction service inquiries and flag missing scope details.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools