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

MS SQL Server

Connect MS SQL Server with Datagrid for direct AI read access to relational data, enabling automated reporting and workflows.

HelloSign

Connect HelloSign with Datagrid for automated e-signature data extraction, contract analysis, and document workflow reporting.

Amazon Aurora

Connect Amazon Aurora with Datagrid to give AI agents read and write access to your relational database for autonomous data processing workflows.

Archicad

Connect Archicad with Datagrid for automated reporting and quantity takeoff workflows from BIM model data.

SurveyMonkey

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

Google Analytics

Connect Google Analytics with Datagrid to automate data enrichment, anomaly detection, and AI-driven reporting workflows.

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