Workflow Templates

Pre-built automation templates for construction project management. Install in minutes, customize for your needs.

8 templates found

RFI Overdue Alert

Automatically notify project managers when RFIs are past their due date. Integrates with Procore and sends Slack/email alerts.

Procore integration

Customizable thresholds

Daily Log Digest

Daily Logs

Compile and distribute daily log summaries from jobsite to stakeholders. Supports photos, notes, and weather data.

Photo Upload Notifier

Notifications

Notify relevant team members when new photos are uploaded to project folders. Includes AI-powered categorization.

Submittal Tracker

Submittals

Track submittal status, send reminders for pending approvals, and maintain audit trail of all revisions.

Submittal Deadline Alert

Submittals

Proactive alerts for upcoming submittal deadlines with lead time customization.

Weekly Project Summary

Reports

Generate comprehensive weekly reports including progress, issues, budget status, and upcoming milestones.

AI-generated insights

Budget tracking

Milestone visualization

RFI Response Tracker

RFIs

Track RFI responses and automatically update project schedules when answers impact timelines.

Budget Alert System

Notifications

Monitor project budgets and trigger alerts when spending approaches or exceeds thresholds. Supports multiple alert levels.

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