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. Modify or augment Agent behavior by providing additional instructions when building or using it. Agents are used in Assist, Procore's AI tool. 

When running a 'Create' or 'Send' action, expect the Agent to do the following:

  1. Ask for any relevant information not yet provided. For example, when creating a phone call entry, the Agent will prompt you for details (date, names, comments, etc.).
  2. Ask for confirmation before proceeding with creating or sending the item.
  3. Upon confirmation, the Agent creates the item in Procore or sends the notification emails.
 Note
Procore Agents can create new items and notify users about existing items, but they cannot modify or delete existing items. Learn more about our AI parameters.

Answer

Review current action options by category. When you're ready, learn how to add the actions to an Agent. 

Action Plans - agent actions Description
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.
Update Action Plan Update an existing action plan. 

 

Bidding - agent actions Description
Retrieve Bids Retrieve all bids for a project.

 

Budget - agent actions Description
Create Budget Changes or Modifications Creates budget changes or modifications in a project. 
Create Budget Line Items Create budget line items in bulk. 
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. 
Update Budget Changes or Modifications Update budget changes or modifications in a project. 
Update Budget Code Attributes Update budget code attributes.
Update Budget Line Items Update budget line items in bulk.

 

Change Management - agent actions Description
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 Requests for Quotes (RFQs). 
Update a Change Event Update a change event. 

 

Commitments (Contracts) - agent actions Description
Convert Bid to Commitment Convert a winning bid from the bidding tool into a commitment contract.
Create Commitment Contract Create a new commitment contract.
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. 
Update Commitment Contract Update an existing commitment contract

 

Daily Log - agent actions Description
Create Accident Log Create a new accident log entry in the Daily Log tool.
Clone Daily Log Clone an existing daily log. 
Create Call Log Creates a new phone call entry in the Daily Log tool.
Create Delivery Log Create a new delivery log entry in the Daily Log tool.
Create Dumpster Log Create a new dumpster log entry in the Daily Log tool.
Create Equipment Log Create a new equipment log 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 Plan Revision Log Create a new plan revision log entry in the Daily Log tool.
Create Productivity Log Creates a new  productivity entry in the Daily Log tool.
Create Quantity Log Create a new quantity log 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. 
Create Safety Log Create a new safety violation log entry in the Daily Log tool.
Create Visitor Log Create a new visitor log entry in the Daily Log tool.
Create Waste Log Create a new waste log entry in the Daily Log tool.
Create Weather Log Create a new weather log entry in the Daily Log tool.
Create Work Log Create a new work log entry in the Daily Log tool.
Retrieve logs of various types
 

The following Actions help you retrieve all entries of that type from a project.

Accident, Delivery, Dumpster, Equipment, Inspection, Manpower, Notes, Phone Call, Productivity,  Daily Construction Report (such as total number of workers and hours worked for each vendor, company, and trade on the project each day), Safety, Visitor, Waste, Weather, and Work.

  • The name of each of these Actions follow this convention: Retrieve [Log Type] Logs
    • For example: Retrieve Accident Logs
Update Accident Log Update an existing accident log entry.
Update Call Log Update an existing call log entry.
Update Default Distribution Update the default distribution settings for daily logs.
Update Delay Log Update an existing delay log entry.
Update Delivery Log Update an existing delivery log entry.
Update Dumpster Log Update an existing dumpster log entry.
Update Equipment Log Update an existing equipment log entry.
Update Inspection Log Update an existing inspection log entry.
Update Manpower Log Update an existing manpower log entry.
Update Notes Log Update an existing notes log entry.
Update Plan Revision Log Update an existing plan revision log entry.
Update Productivity Log Update an existing productivity log entry.
Update Quantity Log Update an existing quantity log entry.
Update Daily Construction Report Log Update an existing daily construction report log entry.
Update Safety Log Update an existing safety log entry.
Update Visitor Log Update an existing visitor log entry.
Update Waste Log Update an existing waste log entry.
Update Weather Log Update an existing weather log entry.
Update Work Log Update an existing work log entry.

 

Direct Costs - agent actions Description
Create Direct Cost Create a new direct cost item
Retrieve Direct Costs Retrieves all direct cost items for a project.
Update Direct Cost Update an existing direct cost item.

 

Directory- agent actions Description
Retrieve Companies Retrieve all companies associated with a project. 
Retrieve Company Trades Retrieve all trades from the company level trades list. 
Retrieve Users Retrieves all users associated with a 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 []. 
Update Folder Update an existing project folder.

 

Drawings - agent actions Description
Retrieve Drawings Retrieves all drawings, drawing sets, drawing revisions, and drawing areas in a project by searching document metadata. 
Retrieve Drawing Areas in Project Retrieves all drawing areas in a project by searching document metadata. 
Retrieve Drawing Disciplines in Project Retrieves all drawing disciplines in a project by searching document metadata. 
Update a Drawing Update a drawing's metadata 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. 
Update Incident Update an existing project incident.

 

Insights- agent actions Description
Retrieve Project Insights Retrieves project-level metrics from your Insights dashboard. 

 

Inspections - agent actions Description
Update Inspections Update inspections in a project. 

 

Invoicing- agent actions Description
Update Payments Update a payment on a prime or commitment contract.
Update Prime Invoices Update an existing Prime Invoice. Modify billing dates, invoice numbers, status, and other properties. It does not modify the line item level of detail, only the header information.

 

Meetings - agent actions Description
Update Meeting Update an existing meeting or convert to Minutes.

 

Observations - agent actions Description
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.
Update Observations Update an existing observation.

 

Photos - Agent Actions Description
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 albums for a project. 
Retrieve Photos Retrieves all photos for a project. 
Update Album Update an existing photo album.
Update Photo Update an existing photo's metadata.

 

Project- agent actions Description
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. 

 

Punch List- agent actions Description
Update Punch List Items Update an existing punch list item.

 

RFIs - agent actions Description
Create a Project RFI Creates a new RFI for a project.
Retrieve Project RFIs Retrieve all RFIs for a project. 
Update RFI Update an existing RFI.

 

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. 
Update Calendar Item Update an existing calendar item.
Update a Lookahead Task Update an existing lookahead 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, sections, revisions, sets, uploads, and subscribers on a project. 

 

Submittals- agent actions Description
Create Submittal Creates a new submittal for the project. 
Retrieve Submittals Retrieves all submittals for a project. 
Update Submittal Update an existing submittal.

 

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 Transitions all draft tasks into created tasks and notifies assignees and creators of those tasks. 
Update a Task Update an existing task item.

See Also