AI-Agents for Construction working with SendGrid

SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems

Send Handoff Notes

Send approved project handoff notes and files to each site contact.

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Trash Duplicate Files

Trash duplicate plans across job folders and report the kept copies.

Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.

Works with28 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
Request Remittance Contacts

Email construction suppliers about missing remittance contacts.

Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.

Works with31 tools
Send Customer Balance Report

Group unpaid job invoices by customer for weekly review.

Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.

Works with45 tools
Email Card Charge Exceptions

Email policy owners about card charges that breach jobsite spending rules.

Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.

Works with24 tools
Return Incomplete Contract Requests

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
Request Purchase Evidence

Request 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.

Works with23 tools
Published by Approvals Essentials
Send Action Item Reminders

Remind project teams about work due from site planning meetings.

Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.

Works with22 tools
Send Due Date Reminders

Send site supervisors a list of overdue action items.

Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.

Works with22 tools
Send Due Date Reminders

Remind task owners of due work and flag late project tasks.

Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.

Works with32 tools
Send New Hire Packets

Send approved packets to new crew members and report what went out.

Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.

Works with10 tools
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