Native Tool Communications

In all situations it is recommended to action items into the specific Procore tool for the activity you need to understand. Each tool is provided with specific notification automations, as well as preferences that allow you to customise when and to who notifications related to activity and communication for that tool are issued (e.g. RFI Tool notifications). 

Example: 

RFI Notification Configuration

“Email” button from Tools

Each tool is Procore has an “Email” button, generally on the right-hand side bar. 

Using this button allows you to send Procore Emails outside of the main activity thread/actions to discuss specific aspects related to the item. 

When using this function, all Procore Emails will be stored in the “Email” subtab of the item. The sent items will arrive as a Procore email notification in the recipients email client, to which they can simply click ‘Reply’ in their email client. The replies will log into the “Email” subtab of the item, before also being then sent to the return recipients email client. This process continues and allows you to ‘fall back’ to email after triggering the Procore Email from the tool. 

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Tool Activity Email Address

Further from the above, each activity or item in Procore is provided with a unique email address. You can locate this email address by navigating to the Email subtab.

Sending emails from your email client to this address will initiate new communication thread under the “Emails” subtab.   

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Email Tool

Procore also provides a specific Email Tool for use on your Projects. This tool is not designed to replace your existing email client (e.g. Outlook), but rather act as a light email tool for use on projects. The Emails tool is considered a legacy tool, and often replaced by more modern Procore tools such the Correspondence Tool. 

The Email tool if used, it recommended for internal team members only and for the purpose of a refuge for storing emails that occurred outside of Procore but need to be kept for potential future reference. 

Emails can be moved/houses into the Email tool by either:

1. Forwarding emails to the unique email address for the Projects Email tool

2. Using the Outlook Add-in for Procore (see further below)

3. Dragging and dropping bulk emails from Outlook (desktop) into the Emails section of Procore Drive. 

4. Creating emails from the Projects Email tool

Email Tool

Send An Inbound Email to the Project's Emails Tool

Create an Email

Forward an Email Using the Emails Tool

Bulk Import Emails

Outlook Add-in

The Procore Outlook Add-in provides various methods to connect email communications in your email client to new and existing items in Procore. 

Should other project stakeholders start communications in email, then you should use the Outlook Add-in to push these items into Procore. 

For further information on the Outlook Add-in and other useful Microsoft integrations, please refer to the Microsoft Integrations Guide provided by Knight Solutions to Fletcher Industrial Development. 

Procore for Outlook

Email Responses to Notifications

For some tools, responses to the Procore notification emails will bring the email body (and attachments) into the main activity for that item. This includes:

• Correspondence Tool

• RFI Tool (also enables Assignee initial email response to move the ‘ball in court’ back to creator.

Reply to an RFI

Respond to a Correspondence Item