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 Variation Requests	Retrieves a list of all variation requests (VRs) from a specific contract for a project.
Retrieve Main Potential Variations	Retrieves all main variations 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 Main Contracts	Retrieves all main contracts in a project.
Retrieve Payment applications	Retrieves all payment applications in a project.
Update Commitment Contract	Update an existing commitment contract

Site Diary - agent actions	Description
Create Accident Log	Create a new accident diary entry in the Site Diary tool.
Clone Site Diary	Clone an existing site diary.
Create Call Log	Creates a new phone call entry in the Site Diary tool.
Create Delivery Log	Create a new delivery diary entry in the Site Diary tool.
Create Skip Log	Create a new skip diary entry in the Site Diary tool.
Create Equipment Log	Create a new equipment diary entry in the Site Diary tool.
Create Inspection Log	Creates a new inspection entry in the Site Diary tool.
Create Manpower Diary	Creates a new manpower entry in the Site Diary tool.
Create Notes Diary	Creates a new notes entry in the Site Diary tool.
Create Plan Revision Log	Create a new plan revision diary entry in the Site Diary tool.
Create Productivity Log	Creates a new productivity entry in the Site Diary tool.
Create Quantity Log	Create a new quantity diary 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 Log	Create a new safety violation diary entry in the Site Diary tool.
Create Visitor Log	Create a new visitor diary entry in the Site Diary tool.
Create Waste Log	Create a new waste diary entry in the Site Diary tool.
Create Weather Log	Create a new weather diary entry in the Site Diary tool.
Create Work Log	Create a new work diary 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, Manpower, 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 [Log Type] Logs For example: Retrieve Accident Logs
Update Accident Log	Update an existing accident diary entry.
Update Call Log	Update an existing call diary entry.
Update Default Distribution	Update the default distribution settings for site diaries.
Update Delay Log	Update an existing delay diary entry.
Update Delivery Log	Update an existing delivery diary entry.
Update Skip Log	Update an existing skip diary entry.
Update Equipment Log	Update an existing equipment diary entry.
Update Inspection Log	Update an existing inspection diary entry.
Update Manpower Diary	Update an existing manpower diary entry.
Update Notes Diary	Update an existing notes diary entry.
Update Plan Revision Log	Update an existing plan revision diary entry.
Update Productivity Log	Update an existing productivity diary entry.
Update Quantity Log	Update an existing quantity diary entry.
Update Daily Construction Report Log	Update an existing daily construction report diary entry.
Update Safety Log	Update an existing safety diary entry.
Update Visitor Log	Update an existing visitor diary entry.
Update Waste Log	Update an existing waste diary entry.
Update Weather Log	Update an existing weather diary entry.
Update Work Log	Update an existing work diary 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.

Payment applications- agent actions	Description
Update Payments	Update a payment on a main or commitment contract.
Update Main Payment applications	Update an existing Main Payment application. Modify billing dates, payment application 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.

Snag List- agent actions	Description
Update Snag List Items	Update an existing snag 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.

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