Pre-Qualification Agent

The Prequalification Agent helps teams complete contractor or vendor prequalification requirements by reviewing a provided checklist and the supporting documents needed to answer it.

Overview

It can work directly from uploaded forms and attachments, extracting key details, verifying information, and presenting responses in a clear, structured format.

Inputs

Prequalification checklist
Supporting documents

Outputs

Completed responses
Document references
Gap list

Compatible Integrations

Fieldwire

Connect Fieldwire with Datagrid to automate field data extraction, cross-project reporting, and agentic AI workflows.

Riskcast

Connect Riskcast with Datagrid for field data analysis, compliance reporting, and project alerts.

CMiC

Connect CMiC with Datagrid to automate invoice checks and job cost variance analysis using AI agents.

Google Drive

Connect Google Drive with Datagrid to automate workflows from spreadsheets in Drive.

Egnyte

Connect Egnyte with Datagrid to turn governed content into structured data your workflows can use.

SurveyMonkey

Connect SurveyMonkey with Datagrid to classify responses, match CRM records, and route data into analytics tools.

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