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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.
It can work directly from uploaded forms and attachments, extracting key details, verifying information, and presenting responses in a clear, structured format. If a required checklist isn't provided, it prompts the user to upload one to ensure the work is aligned to the right requirements.
Connected to:
Common Use Cases:
Completing contractor/vendor prequalification packets
Responding to owner or GC qualification questionnaires
Pulling insurance, safety, financial, and experience details from attachments
Organizing responses into a clean, submission-ready format
Validating missing items before submission to avoid back-and-forth
Minimum knowledge required:
User-uploaded prequalification checklists and forms
Supporting attachments (e.g., insurance COIs, safety plans, EMR letters, project lists, financial documents)
Any connected documents provided within the workspace or dataset
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