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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.
Summarize new project agreements and flag contract register gaps.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Follow up with project prospects when a sales conversation is due.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Flag near-due material bills with missing receiving records.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
Escalate stalled job purchases before supplier quotes expire.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.
Assemble approved forms for each new crew member into a checked PDF.
Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.
Stage state forms for new field crews and flag outdated copies.
Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.
Combine project documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Share signed project contracts with a brief of key obligations.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
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.
Flag mismatches between material requests and supplier quotes.
Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.
Alert the policy owner when jobsite purchase requests cross spending limits.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.