What actions are available in Agent Builder?
Background
Using Procore's Agent Builder tool, you can add one or more actions to your AI Agent. For example, give the Agent the ability to create an observation item or notify task assignees. Each action below can be modified and augmented by giving the Agent additional instructions when building or using it. Agents are used in Assist, Procore's AI tool.
When you run a 'Create' or 'Send' action, expect the agent to do the following:
- Ask for any relevant information not yet provided. For example, when creating a phone call entry, the Agent will ask for call details, with a list of the type of information often included in call log (date, names, comments, etc.).
- Ask for confirmation before proceeding with creating or sending the item.
- Upon confirmation, create the item in Procore or send the notification emails.
Note
Procore Agents can create new items, modify items, and notify users about existing items, but they cannot delete existing items. Learn more about our AI parameters.Answer
Review current action options by tool. When you're ready, learn how to add the actions to an Agent.
| Action Plans - agent actions | Description |
|---|---|
| Create Action Plans | Creates action plans and templates in a project. |
| Retrieve Project Action Plans and Templates | Retrieves action plans and action plan templates at the project level. |
| Retrieve Action Plan Templates in Company | Retrieves all action plan templates at the company level. |
| Budget - agent actions | Description |
|---|---|
| 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. |
| Change Management - agent actions | Description |
|---|---|
| Create RFQs | Creates RFQs 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. |
| Contracts- agent actions | Description |
|---|---|
| Retrieve All Commitment Contracts | Retrieves all commitment contracts in a project. |
| 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. |
| Daily Log - agent actions | Description |
|---|---|
| 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. |
| Direct Costs - agent actions | Description |
|---|---|
| Retrieve Direct Costs | Retrieves all direct cost items for a project. |
| Directory- agent actions | Description |
|---|---|
| Retrieve Project Contacts | Retrieves all contacts associated with a project. |
| Retrieve Project Vendors | Retrieves all vendors for a specific project. |
| Documents- agent actions | Description |
|---|---|
| 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 []. |
| Drawings - agent actions | Description |
|---|---|
| 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. |
| Incidents - agent actions | Description |
|---|---|
| Create a Project Incident | Creates a new incident record in the project. |
| Retrieve Project Incidents | Retrieves all incident records for a project. |
| Observations - agent actions | Description |
|---|---|
| Create Observation | Creates an observation. |
| Retrieve Observation | 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. |
| Photos - Agent Actions | Description |
|---|---|
| Analyze Photos | Downloads multiple images and add it to the context of what you're asking Assist to do, to aid analysis. |
| Create Album | Creates a new photo album. |
| Retrieve Albums | Retrieves all photo albums for a project. |
| Retrieve Photos | Retrieves all photos for a project. |
| Project- agent actions | Description |
|---|---|
| Create a Procore Document | Creates a document in the Documents tool based on content that the agent generated. Note: Currently files uploaded by this agent action are only available in markdown and for download. |
| Retrieve Project Weather Report | Retrieves a weather report for the project location. |
| Retrieve Project Locations | Retrieves all locations for a project. |
| RFIs - agent actions | Description |
|---|---|
| Create a Project RFI | Creates a new RFI for a project. |
| Retrieve Project RFIs | Retrieve all RFIs for a project. |
| Schedule - agent actions | Description |
|---|---|
| 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 - agent actions | Description |
|---|---|
| Search All | Searches for information across documents, RFIs, submittals, change orders, and additional project details. |
| Specifications- agent actions | Description |
|---|---|
| Retrieve Specifications | Retrieves all specification divisions, section, revisions, sets, uploads, and subscribers on a project. |
| Submittals- agent actions | Description |
|---|---|
| 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. |
| Tasks - agent actions | Description |
|---|---|
| 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 | Sends email notifications for unsent task items. Notifies assignees and creators of those tasks. |