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AI agent for health and safety specialists

Contractor Safety Prequalification Agent

Only contractors with verified safety credentials start work

ComplianceGovernmentReal estate and construction
See how it worksGet access
Contractor Safety Prequalification Agent: what goes in, what the agent does and what you get

What it does

Before contractors work on site, their safety programs, insurance, injury rates and worker training must be checked, and paperwork often arrives late or incomplete. When a contractor is requested, this agent sends the prequalification checklist and reads the documents returned. It checks expiry dates, injury rates and required certifications against site rules for the full job period. If anything is missing or short, it lists the gaps for the contractor and waits for new documents, then checks again. Injury rates above the site limit go to the specialist for review. It then checks that a job-specific safety plan exists, because no plan means no start. The specialist approves the contractor. Edge case: if insurance expires during the planned job, the agent flags the gap instead of approving.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Contractor requested 2 USES A TOOL Send the prequalification checklist 3 USES A TOOL Read returned documents 4 DOES Check expiry, rates and certifications 5 CHECKS THE RESULT Are all requirements met for the full job period? If not: list gaps for the contractor and wait fordocuments. Back to step 3. 6 DOES Check the job safety plan 7 YOU APPROVE Specialist approves the contractor 8 RESULT Contractor approved and recorded
Read the steps as a list
  1. Contractor requested
  2. Send the prequalification checklist
  3. Read returned documents
  4. Check expiry, rates and certifications
  5. Are all requirements met for the full job period?If not: list gaps for the contractor and wait for documents. Back to step 3.
  6. Check the job safety plan
  7. Specialist approves the contractorThe agent waits here for your OK.
  8. Contractor approved and recorded

How it decides

All required documents must be valid for the full job period, and injury rates must be under the site limit.

  • Insurance must cover the whole job period
  • Injury rates above the site limit need a review
  • No job plan, no start

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Required documents
  • Injury rate limit
  • Job plan template
  • Expiry warning window

What keeps you in control

It always asks you first

  • Specialist approves contractors
  • Messages to contractors approved by staff

Hard limits

  • Never lets work start without approval
  • Never contacts contractors without staff approval

It stops when

  • Done: approved
  • Stop: contractor withdraws

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA roofing contractor's insurance expired May 30 for a job ending Jun 12. The period check failed, so the agent requested renewal proof, which arrived May 20. Their recordable rate of 4.1 was above the site limit of 3.5, so it flagged that for review. The job safety plan was on file. The specialist approved the contractor with a condition that a site supervisor be present daily.

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