Part of our Sales agents
AI agents for sales teams in construction
Actionist is an AI automation tool whose agents operate the apps your construction sales team already uses, from chasing every bid by hand to follow-ups drafted for your approval the day a bid goes quiet.
Construction estimators get back the hours lost to plan-room triage, bid logging, and proposal chasing.
AI Employees for Construction Sales 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
- Every invitation triaged before its deadlinePlan-room and GC invites are checked against your trades and logged with due dates, so no bid slips past unseen.
- New enquiries sorted and answered quicklyWeb, Houzz, Angi, and Yelp leads are checked against your size and area, with a first reply drafted for your approval.
- Proposals that never sit unchasedEach sent proposal gets a follow-up drafted on schedule, so a good bid is not lost to a busy week.
- Site visits booked without back and forthSurvey slots come from the estimator's calendar and get rebooked the same day when a visit falls through.
- A bid log you can actually trustEvery bid, award date, and loss reason lands in one log, so hit rate by project type stops being a guess.
- More hours spent on the pricing itselfEstimators price, negotiate, and build relationships while the agent handles the logging, chasing, and booking.
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 Sales team's day.
Where the hours go
Bid invitations arrive across BuildingConnected, Procore, and a dozen GC inboxes, and someone has to open each one, check the scope, and copy the due date into a calendar before it passes.
An agent reads each invitation as it lands, checks the trades against your range, logs the due date and addenda deadline, and posts the ones worth pricing to Slack, leaving the bid or pass decision to you.
Proposals go out and then sit, because the estimator is already pricing the next job and nobody remembers which client was told to expect a decision by Friday.
An agent watches every open proposal, drafts a follow-up for your approval when a client goes quiet, and lists the ones about to expire, so the chase happens without anyone holding dates in their head.
Booking a survey means checking the estimator's diary, the drive between sites, and the client's availability, then redoing it all when a visit is rained off or cancelled.
An agent offers slots from the estimator's calendar, drafts the confirmation for approval, and proposes new times the same day a visit falls through.
The bid log gets rebuilt on Sunday night from emails and memory, so win rate by project type and the real reason a bid was lost are guesses.
An agent keeps the bid log current as submissions and awards land, drafts loss-reason requests to the GC, and builds the Monday pipeline report before the meeting.
Actionist Will Automate
What one automation looks like
A week with your Construction Sales agents
Some of the apps for your Construction Sales team
Some of the construction sales 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
- Bid intake200 min / weekOpening every invitation to see if it fits
An estimator works through BuildingConnected, Procore, and GC emails one by one, checks each scope against what the firm builds, and copies the due date into a calendar before it passes.
Bid intake Agent0 minAgent shortlists and calendars each invitationAn agent reads each invitation, checks the trades and size against your range, adds the dates to the bid calendar, and posts the shortlist to Slack for you to decide.
- Enquiry response150 min / weekReplying to enquiries when someone has a gap
New website and portal leads are read between meetings, re-keyed into the CRM, and answered with a generic reply a day later, by which time the homeowner has spoken to two other builders.
Enquiry response Agent0 minAgent logs the lead and drafts a specific replyAn agent logs each enquiry, checks it against your size and area, and drafts a reply naming the project and offering survey times, ready for approval.
- Proposal follow-up120 min / weekRemembering which proposals need a chase
Estimators scroll the sent folder on Friday trying to recall which client was told to expect a decision, and write the same polite nudge from scratch for each.
Proposal follow-up Agent0 minAgent drafts the follow-up when a client goes quietAn agent tracks every open proposal, drafts a project-specific follow-up at three and seven days, and lists those about to expire, all queued for your approval.
- Site visit booking90 min / weekJuggling diaries and drive times
Someone checks the estimator's calendar, guesses at travel between sites, emails the client three times, and starts again when a visit is rained off.
Site visit booking Agent0 minAgent offers slots and rebooks the same dayAn agent proposes slots from the estimator's calendar, drafts confirmations for approval, and lists replacement times as soon as a visit falls through.
- Bid log and reporting180 min / weekRebuilding the bid log on Sunday night
The log is reconstructed from sent emails and memory, so hit rate and loss reasons are guesses, and the Monday pipeline report takes the better part of an evening.
Bid log and reporting Agent0 minAgent keeps the log current and builds the reportAn agent updates the bid log as bids go out and results arrive, requests loss reasons in drafted notes, and posts the pipeline report before the Monday meeting.
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: ~6 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 writes to your clients and general contractors only earns trust if you stay in control. Actionist is built so you see everything it touched, approve anything that leaves the building, and make every bid and pricing decision yourself.
Follow-ups, survey confirmations, and decline notes are drafted and queued for your sign-off. Nothing reaches a client or a general contractor on its own unless you widen that autonomy through Approval Modes.
The agent shortlists, logs, and drafts. Whether to bid, what the number is, and which terms to accept stay with your estimators and owners.
Each read, calendar entry, and drafted message is written to an audit trail, so you can see what was touched and when.
Estimates, margins, and client details are not used to train any AI model, and you can self-host Actionist if the data must stay on your own infrastructure.
More Construction teams
More use cases for Construction Sales teams
Frequently asked questions
Does my construction sales team need to be technical to use Actionist?
How do I get started with a sales agent for our estimating team?
How do I make customised AI agents for how our construction sales actually works?
How quickly can I set a construction sales agent up?
Where does our bid and client data live, and is it used to train AI models?
How does an agent work with BuildingConnected or Procore if they have no API we can use?
Will the agent send a proposal or reply to a client without me seeing it first?
Can it handle bid season when five tenders are due in the same week?
Does the agent decide which jobs we bid or what price we submit?
See an agent triage your bid invitations and draft the proposal follow-ups
Book a free demo and watch an Actionist agent read a bid invitation, check it against your range, calendar the due date, and queue a proposal follow-up for your approval.