Part of our Admin & Front Office agents
AI agents for admin and front office teams in construction
Actionist is an AI automation tool whose agents operate the apps your construction admin team already uses, from chasing licence renewals and insurance certificates by hand to an agent tracking each due date.
Construction office teams get back the hours lost to renewals, certificates, filing, and inbox sorting.
AI Employees for Construction Admin & Front Office in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- No licence or policy lapses unseenContractor licences, liability policies, and bonds are tracked, and renewal packs start weeks before the date.
- Certificate requests answered in one passA client asks for a COI, and the broker request is drafted with the right holder wording.
- Prequalification forms stop eating weeksSafety stats, EMR, and insurance details are filled from one record rather than retyped per client.
- Drawings filed by revision, not by guessEvery new sheet set lands in the right job folder and on the revision register with a transmittal drafted.
- The office inbox sorted before ninePermit office replies, supplier paperwork, and field requests reach the right desk with a note on what is needed.
- Built around your office stackThese are examples of what a construction admin agent can do. Build a custom agent for whatever your office repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Construction Admin & Front Office team's day.
Where the hours go
A liability policy, a contractor licence, or a surety bond expires on a date nobody was watching, and the first anyone hears is when a client asks for a certificate or a permit application is refused.
An agent keeps one register of every licence, policy, and bond with its expiry, drafts the renewal pack weeks ahead, and tells the office manager what needs a signature.
Clients and general contractors keep asking for certificates of insurance and prequalification forms, each wanting the same facts in a different format, so the office retypes safety stats and policy details again and again.
An agent reads each request, fills the standard facts from one company record, drafts the broker request, and leaves the wording and the submission for a person to approve.
Drawings arrive by email in new revisions, and the register, the folder, and the people on site end up on different versions because filing and transmittals fall to whoever has a spare ten minutes.
An agent files each revision into the job folder, updates the register, and drafts the transmittal, so the paper trail is complete even when nobody had time to do it.
The shared inbox mixes permit office replies, supplier statements, delivery tickets, and crew requests, and an important message can sit unread behind twenty routine ones.
An agent labels and routes the inbox each morning, flags anything from a building department, and gives each desk a short list of what it needs to act on.
Actionist Will Automate
What one automation looks like
A week with your Construction Admin & Front Office agents
Some of the apps for your Construction Admin & Front Office team
Some of the admin and office apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Admin75 min / weekTracking licence and insurance dates
The office manager remembers that the liability policy renews sometime in spring, and finds out it has lapsed when a client asks for a certificate.
Admin Agent0 minAgent keeps one register and starts renewals earlyAn agent reads the register weekly, lists everything expiring within 90 days, and has the renewal pack drafted before the date.
- Admin120 min / weekAnswering certificate requests
Each request means finding the policies, working out the holder wording, and emailing the broker, usually after a reminder from the client.
Admin Agent0 minAgent drafts the broker request from the registerAn agent logs each request, checks cover, and drafts the broker message with the holder wording for a person to approve.
- Admin200 min / weekCompleting prequalification forms
The same insurance, safety, and financial facts are retyped for each client's questionnaire, often with a deadline attached.
Admin Agent0 minAgent fills the form from one fact sheetAn agent drafts every answer from the company fact sheet, marks the ones it cannot source, and leaves the final sign off to the office manager.
- Admin130 min / weekFiling drawings and issuing transmittals
Revisions sit in someone's inbox until there is time to save them, update the register, and write the transmittal.
Admin Agent0 minAgent files, registers, and drafts the transmittalAn agent saves each revision to the job folder, updates the register, and drafts the transmittal for the project manager to approve.
- Admin250 min / weekSorting the shared office inbox
Someone reads every message in info@ each morning to decide whether it is for estimating, accounts, or a project manager.
Admin Agent0 minAgent labels and routes it before the office opensAn agent labels the inbox by desk, flags building department replies, and posts a digest so people start with their own items.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that handles your licences, certificates, and drawings only earns trust if you stay in control. Actionist is built so you see everything it touched, approve anything that reaches a broker, a client, or a building department, and own every record it keeps.
A certificate request to your broker, a reply to a client, or a transmittal to the project team is drafted first and queued for your sign-off. Nothing leaves unless you widen that autonomy yourself.
The agent prepares renewal packs and reads contract clauses, but you decide on cover, wording, and signatures, and nothing is submitted to a regulator or board on its own.
Every sheet it files, register line it adds, and status it copies from a permit portal is logged with a time, so you can see exactly what changed and when.
Licence numbers, policy details, contracts, and drawings are encrypted and never used to train any model. Self-host on a VPS if everything must stay on your own infrastructure.
More Construction teams
More use cases for Construction Admin & Front Office teams
Frequently asked questions
Does my construction admin team need to be technical to use Actionist?
How do I get started with an admin agent for our contracting office?
How do I make customised AI agents for how our contractor office actually runs?
How quickly can I set a construction admin agent up?
Where does our licence, insurance, and contract data live, and is it used to train AI models?
How does an agent check building department permit portals without an API?
Will it send a certificate request or a transmittal without me seeing it first?
Can it keep up when bid season and several live jobs overlap?
Will it handle our phone line or take voicemail messages?
See an agent track your renewals and draft the next certificate request
Book a free demo and watch an Actionist agent read your policy register, flag what expires next, and draft the broker request for a certificate, end to end.