Generate automated Procore RFI summaries with AI
Swiftask analyzes your Requests for Information (RFIs) in Procore and produces clear, actionable summaries for your field teams.
Result:
Accelerate decision-making and reduce document bottlenecks on your projects.
AI Agents
procore
Connector procore · Secure OAuth 2.0
Document overload slows down your job sites
The volume of RFIs in Procore quickly becomes unmanageable. Project managers lose hours reading long threads to extract the essentials, delaying critical responses and site decisions.
Main negative impacts:
Decision-making delays
A backlog of unprocessed RFIs blocks work progress. Every minute lost in reading costs money.
Risk of misinterpretation
Scanning complex discussions increases the risk of misunderstanding technical issues.
Operational efficiency loss
Time spent manually summarizing requests is time taken away from managing the site.
Swiftask deploys a dedicated AI agent that monitors your Procore RFIs, analyzes them in real time, and generates structured summaries including blockers and required actions.
BEFORE / AFTER
What changes with Swiftask
Manual RFI management
A project manager gets a Procore notification. They must open the RFI, read the full history, identify the core question, and write a note for the engineer. This is repetitive and prone to fatigue.
Automation with Swiftask
As soon as an RFI is submitted or updated, the Swiftask agent processes it instantly. You receive a concise summary with key points and priority actions, ready to share.
Setting up your synthesis assistant
1
STEP 1 : Configure Procore connector
Link your Procore account to Swiftask via our secure connector to access your project data streams.
2
STEP 2 : Define analysis rules
Configure the agent to target specific projects or RFI types (e.g., urgent, structural).
3
STEP 3 : Customize output format
Determine how you want to receive summaries: via email, Teams, or directly in a dashboard.
4
STEP 4 : Activate and monitor
Launch the agent. It works in the background, ensuring every RFI is summarized as soon as it arrives.
RFI analysis agent capabilities
The agent examines contractual context, associated technical drawings, and exchange history to provide a contextual synthesis.
- Target connector: The agent performs the right actions in procore based on event context.
- Automated actions: Automatic extraction of key questions. Identification of stakeholders. Summary of technical constraints. Instant notification of critical RFIs.
- Native governance: All summaries are archived in Swiftask for complete traceability throughout the project lifecycle.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-procore@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask for your RFIs?
Massive time savings
Reduce RFI processing time by several hours per week.
Better technical clarity
Structured summaries that allow for immediate understanding of issues.
Increased site reactivity
Field teams receive essential information without delay.
Unified governance
A standardized synthesis method for all company projects.
Seamless integration
Works natively with your existing Procore ecosystem.
Construction-grade security and compliance
Swiftask applies enterprise-grade security standards for your procore automations.
- Restricted API access: The integration respects your Procore account permissions.
- Data encryption: Your project documents are processed with the highest security standards.
- Full audit trail: Every generated summary is linked to its source RFI for easy auditing.
- Industry compliance: Solution adapted to the strict requirements of the construction sector.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Automation performance
| Metric | Before | After |
|---|---|---|
| Synthesis time per RFI | 10-20 minutes | Under 30 seconds |
| RFI read rate | Variable | 100% processed |
| Response delay | 48h+ | 60% reduction |
| Comprehension errors | Frequent | Drastically reduced |
Take action with procore
Accelerate decision-making and reduce document bottlenecks on your projects.