What actions are available in Agent Builder?

Hintergrund

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:

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.).
Ask for confirmation before proceeding with creating or sending the item.
Upon confirmation, the Agent creates the item in Procore or sends the notification emails.

Hinweis

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.

Antwort

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

Action Plans - agent actions	Beschreibung
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	Beschreibung
Retrieve Bids	Retrieve all bids for a project.

Budget - agent actions	Beschreibung
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.
Erstellen eines Budget-Schnappschusses	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	Beschreibung
RFQs erstellen	Creates a Request for Quote (RFQ) and RFQ responses in a project.
Eine Änderung erstellen	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	Beschreibung
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	Beschreibung
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	Beschreibung
Direkte Kosten erstellen	Create a new direct cost item
Retrieve Direct Costs	Retrieves all direct cost items for a project.
Direkte Kosten aktualisieren	Update an existing direct cost item.

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

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

Invoicing- agent actions	Beschreibung
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	Beschreibung
Meeting aktualisieren	Update an existing meeting or convert to Minutes.

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

RFIs - agent actions	Beschreibung
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	Beschreibung
Retrieve Schedule Information	Retrieves schedule Information for a project.
Einen Kalendereintrag erstellen	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	Beschreibung
Search All	Searches for information across documents, RFIs, submittals, change orders, and additional project details.

Specifications- agent actions	Beschreibung
Retrieve Specifications	Retrieves all specification divisions, sections, revisions, sets, uploads, and subscribers on a project.

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

Tasks - agent actions	Beschreibung
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.

Hintergrund

Hinweis

Antwort

Siehe auch