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AI agent for construction contractors

Estimate Assumptions and Exclusions Review Agent

A bid whose assumptions, allowances and exclusions are clear, consistent and matched to the documents.

Quality controlRisk managementReal estate and construction
See how it worksGet access
Estimate Assumptions and Exclusions Review Agent: what goes in, what the agent does and what you get

What it does

The bid is submitted, the project is awarded, and then the owner expects you to include the temporary power you assumed someone else would pay for. This agent reviews the estimate before submission. It reads the estimate and bid documents, lists every assumption, allowance and exclusion, and compares each against the drawings and specs. It flags gaps, such as scope in the specs that is neither priced nor excluded, and conflicts, such as an exclusion that the contract documents require. It checks the bid letter after your edits to confirm they match. You approve the final qualifications. Edge case: an allowance with no stated amount is flagged as an open number the owner can challenge.

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, continueApprovedYes, continueNoNo 1 STARTS WHEN Estimate near final 2 USES A TOOL Load estimate, drawings, specs and addenda 3 DOES List all assumptions, allowances and exclusions 4 DOES Match each spec section and drawing scope toestimate lines 5 CHECKS THE RESULT Is every scope item priced, allowed for or excluded? If not: List the unpriced items for the estimator toprice or exclude. Back to step 3. 6 DOES Check exclusions against contract requirements 7 DOES Draft the clarification and qualification text 8 YOU APPROVE Estimator reviews the bid letter text 9 USES A TOOL Recheck the bid letter against the edited estimate 10 CHECKS THE RESULT Do the bid letter and estimate say the same thing? If not: Revise the letter text and recheck. Back to step6. 11 RESULT Assumptions and exclusions register
Read the steps as a list
  1. Estimate near final
  2. Load estimate, drawings, specs and addenda
  3. List all assumptions, allowances and exclusions
  4. Match each spec section and drawing scope to estimate lines
  5. Is every scope item priced, allowed for or excluded?If not: List the unpriced items for the estimator to price or exclude. Back to step 3.
  6. Check exclusions against contract requirements
  7. Draft the clarification and qualification text
  8. Estimator reviews the bid letter textThe agent waits here for your OK.
  9. Recheck the bid letter against the edited estimate
  10. Do the bid letter and estimate say the same thing?If not: Revise the letter text and recheck. Back to step 6.
  11. Assumptions and exclusions register

How it decides

It marks scope as a gap when a spec section or drawing item is neither priced nor excluded, and as a conflict when an exclusion contradicts the documents.

  • Every spec section must be priced or excluded
  • Flag allowances without amounts
  • Flag exclusions that conflict with the documents
  • Compare against addenda before closing

Make it yours

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

  • Bid letter format
  • Documents to check
  • Flag rules
  • Standard exclusions list

What keeps you in control

It always asks you first

  • Estimator approves the final qualifications and bid letter

Hard limits

  • Never submit bids itself
  • Never give legal opinions on contract terms

It stops when

  • Done: register approved and letter consistent
  • Stop: documents missing or addenda not loaded

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 happensThe agent listed 31 assumptions and found 4 gaps, including temporary power in Section 01 50 00 that was neither priced nor excluded. It also found an exclusion for 'testing' that conflicted with spec 03 30 00. After the estimator priced power at $8,200 and rewrote the testing exclusion, the recheck matched. The estimator approved.

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