AI Agent for Construction Teams Using Better Proposals
Connect Better Proposals to DeskFerry and automate your most time-consuming Construction workflows — no coding required.
3 client reports generated. Highlight from the Madison build:
Meeting notes
- • Drywall complete on floors 1–2; floor 3 starts Mon.
- • Behind 2 days on roofing — heavy rain Tue/Wed; recoverable.
- • Budget: $312K of $450K spent (69%) · on track.
How does Better Proposals work for construction teams?
Better Proposals works for construction teams as the engine behind a DeskFerry agent built around the workflows that actually consume your week.
- 01
Trigger fires
The agent reads context from Better Proposals and the other systems your construction operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision.
- 02
Proposalscompile the week's job-site updates into a one-page client report
Automate repetitive tasks and free up your construction team to focus on high-value strategic work.
- 03
Budget vs. actual
Setup is no-code, every action is auditable, and the agent is scoped to the rules your construction team defines — not a generic template applied to your business.
- 04
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Proposalscompile the week's job-site updates into a one-page client report
- 2Budget vs. actual
How it connects
Connect Better Proposals. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Better Proposals with one click, and construction runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- Better ProposalsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Better Proposals + DeskFerry can do
Real Better Proposals actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Better Proposals when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Better Proposals from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Better Proposals when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Better Proposals based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Better Proposals to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Better Proposals into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Better Proposals with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Better Proposals based on predefined authorization rules.
Drywall complete on floors 1–2; floor 3 starts Mon.
Fields extracted and validated; assignee notified in Slack.
Held for review — one value fell under your confidence bar.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated Sheets · Project ledger with the result.
- Agent2:46 PM
Applied your rule and recorded the result.
Reason: All required fields matched with high confidence.
- Agent2:45 PM
Wrote the record for Madison build · Week 14 update.
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
How it works
Get started in three steps
Step 01
Connect Better Proposals
Authorize Better Proposals in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions. For construction teams, this typically means routing workflows from tools like Procore alongside Better Proposals.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.
Start automating Construction for Better Proposals
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What construction workflows can I automate using Better Proposals and DeskFerry?
You can automate the full range of construction workflows through Better Proposals — lead processing, data entry, document handling, customer communications, and reporting. The AI agent reads from and writes back to Better Proposals so your construction data stays centralized.
What reporting does DeskFerry provide for construction tasks processed through Better Proposals?
The dashboard shows construction-specific metrics for your Better Proposals integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Better Proposals-triggered construction automations perform and optimize over time.
Can I connect Better Proposals with other tools in my construction tech stack?
Yes. DeskFerry supports 1,500+ integrations, so your construction workflows can span Better Proposals and every other tool in your stack. A single automation can pull construction data from Better Proposals, process it, and push results to CRMs, databases, or communication platforms.
How does DeskFerry keep construction data secure when using Better Proposals?
All data exchanged between Better Proposals and DeskFerry during construction processing is encrypted in transit and at rest. We use OAuth for Better Proposals access, maintain complete audit trails, and follow enterprise-grade security practices for construction compliance.
How does Better Proposals with DeskFerry help Construction teams handle rfis and submittals lost between email, drive, and project software?
DeskFerry uses Better Proposals as a structured surface for the operational work behind rfis and submittals lost between email, drive, and project software. Instead of your construction team coordinating manually, the agent listens for the right Better Proposals events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
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