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 behaviour 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.

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.

Tendering - agent actions	Description
Retrieve Tenders	Retrieve all tenders 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 Head Potential Change Orders	Retrieves all head 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 Tender to Commitment	Convert a winning tender from the tendering 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 Head Contracts	Retrieves all head contracts in a project.
Retrieve Commitment progress claims	Retrieves all commitment progress claims in a project.
Update Commitment Contract	Update an existing commitment contract

Site Diary - agent actions	Description
Create Accident Register	Create a new accident entry in the Site Diary tool.
Clone Site Diary	Clone an existing site diary.
Create Call Register	Creates a new phone call entry in the Site Diary tool.
Create Delivery Register	Create a new delivery entry in the Site Diary tool.
Create Skip Log	Create a new skip entry in the Site Diary tool.
Create Equipment Register	Create a new equipment entry in the Site Diary tool.
Create Inspection Register	Creates a new inspection entry in the Site Diary tool.
Create Working hours Log	Creates a new working hours entry in the Site Diary tool.
Create Notes Register	Creates a new notes entry in the Site Diary tool.
Create Plan Revision Register	Create a new plan revision entry in the Site Diary tool.
Create Productivity Register	Creates a new productivity entry in the Site Diary tool.
Create Quantity Register	Create a new quantity register entry in the Site Diary tool.
Create Report Log	Creates a new Daily Construction Report entry in the Site Diary tool to track the total number of workers and hours worked for each vendor, company, and trade on the project that day.
Create Safety Violation Register	Create a new safety violation entry in the Site Diary tool.
Create Visitor Register	Create a new visitor entry in the Site Diary tool.
Create Waste Register	Create a new waste entry in the Site Diary tool.
Create Weather Register	Create a new weather entry in the Site Diary tool.
Create Work Register	Create a new work entry in the Site Diary tool.
Retrieve logs of various types	The following Actions help you retrieve all entries of that type from a project. Accident, Delivery, Skip, Equipment, Inspection, Working hours, 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 [Register Type] Logs For example: Retrieve Accident Registers
Update Accident Register	Update an existing accident register entry.
Update Call Register	Update an existing call register entry.
Update Default Distribution	Update the default distribution settings for site diaries.
Update Delay Log	Update an existing delay entry.
Update Delivery Register	Update an existing delivery register entry.
Update Skip Log	Update an existing skip entry.
Update Equipment Register	Update an existing equipment register entry.
Update Inspection Register	Update an existing inspection register entry.
Update Working hours Log	Update an existing working hours entry.
Update Notes Register	Update an existing notes register entry.
Update Plan Revision Register	Update an existing plan revision register entry.
Update Productivity Register	Update an existing productivity register entry.
Update Quantity Register	Update an existing quantity register entry.
Update Daily Construction Report Register	Update an existing daily construction report register entry.
Update Safety Violation Register	Update an existing safety violation register entry.
Update Visitor Register	Update an existing visitor register entry.
Update Waste Register	Update an existing waste register entry.
Update Weather Register	Update an existing weather register entry.
Update Work Register	Update an existing work register 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 head or commitment contract.
Update Head Progress Claims	Update an existing Head Progress Claim. Modify billing dates, progress claim 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
Analyse 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, analyse, summarise, 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.

Defect List- agent actions	Description
Update Defect List Items	Update an existing defect 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.

Program - agent actions	Description
Retrieve Program Information	Retrieves program Information for a project.
Create a Calendar Item	Creates a new calendar item in the program.
Create a Lookahead	Creates a new program lookahead.
Create a Lookahead task	Creates a new task within a program lookahead.
Get a Lookahead	Gets details for a specific program lookahead.
Request a change on a task	Requests a change on a program 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.

Background

Note

Answer

See Also