AI-Agents for Construction working with Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Attach Budget Figures

Show remaining budget beside equipment purchase requests.

Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.

Works with9 tools
Published by Approvals Essentials
Request Invoice Evidence

Flag missing invoice images on supplier bills before approval.

Your requester knows exactly what to add, and your approver can see why the bill is waiting.

Works with32 tools
Published by Approvals Essentials
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 with33 tools
Published by Approvals Essentials
Compare Deal Terms

Flag changes to approved project scope in revised quotes.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with23 tools
Published by Approvals Essentials
Alert Proposal Owners

Alert bid owners when proposal approval calls for revisions.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with18 tools
Published by Approvals Essentials
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 with9 tools
Published by Approvals Essentials
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 with11 tools
Published by Approvals Essentials
Return Incomplete Contract Approvals

Return subcontract approvals with missing contract files for correction.

Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.

Works with12 tools
Published by Approvals Essentials
Check Quotes Before Sending

Hold construction quotes when an internal approval is missing.

Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.

Works with10 tools
Published by Approvals Essentials
Copy Form Decisions

Put project approval decisions in the next owner's task.

Your task owner sees the form decision and next step in their task, with a link back to the original submission.

Works with29 tools
Published by Approvals Essentials
Attach Invoice Details

Flag material invoice mismatches before approving project bills.

Your bill reviewers get the supplier invoice and any mismatches together before they decide what to approve.

Works with7 tools
Published by Approvals Essentials
Flag Purchase Exceptions

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.

Works with9 tools
Published by Approvals Essentials
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