What actions are available in Agent Builder?

Create Action Plans

Creates a new action plan, from scratch or from a template.

Retrieve Project Action Plans and Templates

Retrieves action plans and action plan templates at the project level.

Retrieve Action Plan Templates in Company

Retrieves action plan templates at the company level.

Create Budget Changes or Modifications

Creates budget changes or modifications in a project.

Retrieve Budget Details

Retrieves budget details from a project.

Retrieve Budget Changes or Modifications

Retrieves budget changes or modifications from a project.

Create a Budget Snapshot

Creates a snapshot of a budget for a particular budget view.

Create RFQs

Creates a Request for Quote (RFQ) and RFQ responses in a project.

Create a Change Event

Creates a change event.

Retrieve Change Events

Retrieves all change events, including their line item details, in a project.

Retrieve Change Order Requests

Retrieves a list of all change order requests (CORs) from a specific contract for a project.

Retrieve Prime Potential Change Orders

Retrieves all prime change orders in a project.

Retrieve All RFQs

Retrieves all RFQs.

Retrieve All Commitment Contracts

Retrieves all commitment contracts in a project in one consolidated list.

Retrieve Payment Applications

Retrieves all payment applications in a project.

Retrieve Prime Contracts

Retrieves all prime contracts in a project.

Retrieve Requisitions

Retrieves all requisitions in a project.

Create Call Log

Creates a new phone call entry in the Daily Log tool.

Create Inspection Log

Creates a new inspection entry in the Daily Log tool.

Create Manpower Log

Creates a new manpower entry in the Daily Log tool.

Create Notes Log

Creates a new notes entry in the Daily Log tool.

Create Productivity Log

Creates a new productivity entry in the Daily Log tool.

Create Report Log

Creates a new Daily Construction Report entry in the Daily Log tool to track the total number of workers and hours worked for each vendor, company, and trade on the project that day.

Retrieve Project Call Logs

Retrieves all phone call entries for a project.

Retrieve Project Inspection Logs

Retrieves all inspection entries for a project.

Retrieve Project Manpower Logs

Retrieves all manpower entries for a project.

Retrieve Project Notes Logs

Retrieves all notes entries for a project.

Retrieve Project Productivity Logs

Retrieves all productivity entries for a project.

Retrieve Project Report Logs

Retrieves all Daily Construction Report entries for a project, such as total number of workers and hours worked for each vendor, company, and trade on the project each day.

Retrieve Direct Costs

Retrieves all direct cost items for a project in one consolidated list.

Retrieve Project Contacts

Retrieves all contacts associated with a project in one consolidated list.

Retrieve Project Vendors

Retrieves all vendors for a specific project.

Create Project Folder

Creates a new folder in the Project level Documents tool.

Retrieve Folders and Files

Provides a list of the project's folders and files.

Note: This action returns all the folders and files within the root folder of the project's document structure. If any folders are nested more deeply, the action returns an empty array [].

Retrieve Drawings

Retrieves all drawings, drawing sets, drawing revisions, and drawing areas in a project.

Retrieve Drawing Areas in Project

Retrieves all drawing areas in a project.

Retrieve Drawing Disciplines in Project

Retrieves all drawing disciplines in a project.

Create a Project Incident

Creates a new incident record in the project.

Retrieve Project Incidents

Retrieves all incident records for a project in one consolidated list.

Create Observation

Creates an observation.

Retrieve Observations

Provides a list of all observation items for a project.

Send Unsent Observation

Sends a digest email to assignees, members of the distribution list, and creators of all a project's observations not yet sent.

Analyze Photos

Allows the Agent to view your project photos and answer questions about them.

Create Album

Creates a new photo album.

Retrieve Albums

Retrieves all photo album for a project.

Retrieve Photos

Retrieves all photos for a project.

Process Documents

Retrieve, analyze, summarize, and create a documents in Procore using the attached tools.

Note: Currently files created by this agent action are only available in markdown format and must be download to be viewed.

Retrieve Project Weather Report

Retrieves a weather report for the project location.

Retrieve Project Locations

Retrieves all locations for a project.

Create a Project RFI

Creates a new RFI for a project.

Retrieve Project RFIs

Retrieve all RFIs for a project in one consolidated list.

Retrieve Schedule Information

Retrieves schedule Information for a project.

Create a Calendar Item

Creates a new calendar item in the schedule.

Create a Lookahead

Creates a new schedule lookahead.

Create a Lookahead task

Creates a new task within a schedule lookahead.

Get a Lookahead

Gets details for a specific schedule lookahead.

Request a change on a task

Requests a change on a schedule task.

Search All

Searches for information across documents, RFIs, submittals, change orders, and additional project details.

Retrieve Specifications

Retrieves all specification divisions, sections, revisions, sets, uploads, and subscribers on a project.

Create Submittal

Creates a new submittal for the project.

Get Submittal

Gets details for a specific submittal.

Retrieve Submittals

Retrieves all submittals for a project in one consolidated list.

Create Task Item

Creates a task item for a project.

Note: This action does not include sending the task. Use the action 'Send Unsent Task Items' to notify users.

Retrieve Task Items

Retrieve all task items for a project.

Send Unsent Task Items

Transitions all draft tasks into created tasks and notifies assignees and creators of those tasks.