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Agent Workflows

Construction Quote Automation

Extract requirements from tender documents and drawings lists, match them to your products and prepare a structured quotation draft that your estimators review and send.

Fictional estimator and site colleague at a builders' merchant, where a purple particle stream carries drawings and a materials schedule into a printed quotation.

What this workflow covers

Built for suppliers to the construction sector who answer many tenders with tight deadlines.

Tender extraction

Line items, quantities, specifications and deadlines are read from tender documents.

Product matching

Each line is matched to catalogue items or flagged for an alternative.

Quotation draft

A structured draft with sources and open questions is prepared for estimators.

Example sequence

Step by step

Fictional example; pricing rules and approvals are agreed with each team.

  1. Input

    A tender pack arrives with a bill of quantities.

  2. Context

    Read the requirements and retrieve matching catalogue items.

  3. Decision

    Identify exact matches, alternatives and missing information.

  4. Tool action

    Prepare the quotation draft using approved price data.

  5. Human approval

    An estimator reviews, edits and approves the quotation.

  6. Recorded outcome

    Save the sent quotation and schedule the follow-up.

Where people stay in control

Rules and approvals are agreed for each implementation.

  • Keep a link from every quoted line to its tender requirement.
  • Flag substitutions for estimator approval.
  • Never send prices without approval.

Common questions

Text-based schedules and specifications work best. Drawings are attached for the estimator and specific details can be extracted where agreed and tested.

Usually, if the system offers suitable API access or another agreed route. We confirm the available APIs, permissions and data during scoping, then implement and test each action against the agreed systems.

We choose the model and provider for each task during scoping, based on the language, accuracy, latency and data-handling requirements. The workflow is not tied to one provider, so a step can be changed later if the agreed requirements change.

Discovery call

Start with the work that slows you down.

Bring us a process, a recurring enquiry or a pile of documents. We will explore where agents fit and what a useful implementation needs.

Book a discovery call