AI-Agents for Construction working with Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Sort Project Files

Sort job files into project folders and flag naming conflicts.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools
Add Missing Project Folders

Add missing job folders and flag unclear project owners.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools
Attach Scope Files

Attach the submitted job scope to the draft construction quote.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 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
Merge PDF Documents

Join project report PDFs into one file for team review.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 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
Export Partner Tracker

Deliver approved construction tracker CSVs with omission counts.

Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.

Works with6 tools
Recheck Drawing Reviews

Hold drawing handoffs when a changed file needs fresh review.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Hold drawing handoffs for review when field sign-off is outdated.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Review Revised Site Drawings

Hold drawing handoffs when revisions outdate field clearance.

Keep field work on hold when site drawings change, with an approval review that shows your coordinator what changed before work continues.

Works with10 tools
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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