APIFunnel
BlogFor Developers
DiscordLog in
← Back to Blog
Get Started Now

Auto-Create Procore Tasks, RFIs, and Submittals from Meeting Notes with AI

Your meetings are productive. Your follow-up shouldn't take longer than the meeting itself.

apifunnel.ai· 2026-02-01· 10 min read

Auto-Create Procore Tasks, RFIs, and Submittals from Meeting Notes with AI

Your meetings are productive. Your follow-up shouldn't take longer than the meeting itself.
Author: apifunnel.ai Date: February 2026

The Problem Every Construction PM Knows

You just wrapped a 45-minute coordination meeting. The subcontractor flagged two schedule conflicts, your superintendent raised an issue with the door hardware spec, and someone mentioned that the mechanical submittal is three weeks overdue.

You recorded the meeting on Fireflies. The transcript is sitting in your inbox. Now what?

You open Procore. You start typing tasks. You cross-reference the transcript to make sure you didn't miss anything. You create an RFI for the hardware question. You update the submittal log. You copy the key decisions into your weekly report spreadsheet.

Two hours later, you're still doing admin work from a 45-minute meeting.

And the worst part? You'll do it all again next week.


What If Your Meeting Notes Could Update Procore Themselves?

That's what BuilderBot does.

BuilderBot is an AI assistant that sits between your meeting recordings and your project management tools. You connect your Fireflies account (where your meetings are recorded) and your Procore account (where your project lives), and BuilderBot handles the translation.

You chat with it in plain English. It reads the transcript, pulls out the action items, decisions, RFIs, and submittals — and creates them in Procore with the right assignments, dates, and context.

No manual data entry. No copying and pasting. No missed items buried on page 12 of the transcript.
BuilderBot connecting Fireflies, Procore, QuickBooks, and Power BI

This Is Not a Sync Tool

Let's be clear about what BuilderBot is — and what it isn't.

If you've used integration tools like Zapier, Make, or Procore's built-in connectors, those are excellent at moving data from point A to point B. They run on rules: "When X happens, do Y."

BuilderBot works differently. It reads, understands, and acts — with your guidance.
  • A sync tool moves data. BuilderBot understands context.
  • A sync tool runs on triggers. BuilderBot responds to your questions.
  • A sync tool is fire-and-forget. BuilderBot explains what it's doing and waits for your OK.

Think of it this way:

  • Sync tools = conveyor belt (moves items from one place to another automatically)
  • BuilderBot = project coordinator (reads the room, identifies what matters, and puts it where it belongs)

Both have their place. If you need automatic, rule-based data transfer, use a connector. If you need an assistant that can read a messy meeting transcript and turn it into organized project work — that's BuilderBot.


See It in Action

Here's what a typical session looks like. A project manager just finished a weekly OAC meeting recorded on Fireflies and wants to get the action items into Procore without spending the next two hours on data entry.

🏗️
BuilderBot
Construction Workflow Assistant
You
I just had our weekly OAC meeting — it was recorded on Fireflies. Can you pull the transcript and tell me what action items came out of it?
BuilderBot
I pulled your most recent Fireflies transcript — "OAC Meeting #14 – Riverside Medical, Feb 12 2026" (47 minutes, 12 participants).

I found 6 action items with clear owners and deadlines:

1. Mechanical submittal resubmission — due Feb 19, assigned to Turner Mechanical
2. Door hardware spec clarification — needs RFI to architect, flagged by Mike D.
3. Elevator pit inspection scheduling — due Feb 21, assigned to Otis rep
4. Updated electrical panel schedule — due Feb 26, assigned to Apex Electric
5. Parking garage waterproofing scope review — owner meeting scheduled, no date set
6. Weekly progress photos uploaded to Procore — recurring, assigned to field team

I also found 2 items that look like RFIs — questions raised in the meeting that didn't get resolved.

Want me to create these as Procore tasks? I can also draft the RFIs.
You
Yes — create the tasks in Procore and draft the RFIs. Put everything under the Riverside Medical project.
BuilderBot
✓ Searching Procore projects… ✓ Found "Riverside Medical Center" … ✓ Creating tasks… ✓ Drafting RFIs…
Done. Here's what I created in Procore:

Tasks created (4):
  • Mechanical submittal resubmission → assigned to Turner Mechanical, due 2/19
  • Elevator pit inspection scheduling → assigned to field team, due 2/21
  • Updated electrical panel schedule → assigned to Apex Electric, due 2/26
  • Weekly progress photos → set as recurring weekly task
RFIs drafted (2):
  • RFI #47: Door hardware spec clarification — addressed to architect, references meeting discussion at 23:14 mark
  • RFI #48: Parking garage waterproofing scope — requesting scope confirmation and proposed meeting date
Both RFIs are in Draft status so you can review before sending.

Want me to also push a summary of these items to Google Sheets for your weekly report?
You
Yes, push it to the weekly report sheet. That's perfect.
BuilderBot
✓ Done. I added a new row to your "OAC Action Items" Google Sheet with all 6 items, owners, due dates, and status.

Summary: From your 47-minute meeting, you now have 4 Procore tasks assigned, 2 RFIs drafted and ready for review, and your weekly report sheet is updated.

That took about 2 minutes instead of 2 hours. Same time next week?
What just happened: A project manager chatted with BuilderBot after a meeting. The assistant read the Fireflies transcript, identified the important action items and open questions, created tasks and RFIs in Procore with the right assignments and dates, and updated a Google Sheet — all in a conversational back-and-forth. No templates, no rules to configure, no manual copying.

How It Works

Step 1: Connect Your Accounts

Link your Fireflies and Procore accounts with a couple of clicks. BuilderBot uses secure OAuth connections — no passwords stored, no data shared outside your session.

You can also connect Google Sheets (for reporting), QuickBooks (for financial tracking), and other tools your team uses.

Step 2: Have a Conversation

After your meeting, open BuilderBot and tell it what you need. You can say things like:

  • "Pull my latest Fireflies recording and find the action items."
  • "Create Procore tasks from this week's meeting."
  • "Draft RFIs for the unresolved questions."
  • "Push a meeting summary to our project tracking sheet."

You don't need to learn a query language or set up automations. You just talk to it like you'd talk to a project coordinator.

Step 3: Review and Approve

BuilderBot shows you what it found and what it plans to do before it does it. You review, approve, adjust — and it executes. Tasks get created with the right owners and dates. RFIs get drafted with the right context. Sheets get updated.

You stay in control. BuilderBot handles the busywork.

Why Construction Teams Use BuilderBot

Reclaim Your Post-Meeting Hours

The average PM spends 1–3 hours after each meeting on follow-up admin: typing up tasks, creating RFIs, updating logs. BuilderBot compresses that to a few minutes of conversation.

Nothing Falls Through the Cracks

When you're manually processing a 47-minute transcript, it's easy to miss the action item that was mentioned at minute 38. BuilderBot reads the entire transcript and flags everything — even items that were mentioned in passing.

RFIs Come with Context

When BuilderBot drafts an RFI, it includes the relevant context from the meeting discussion — who raised the question, what was said, and a timestamp reference. Your architect gets a complete picture, not a vague one-liner.

Your Existing Tools Stay in Place

BuilderBot doesn't replace Procore, Fireflies, or Google Sheets. It connects them. Your team keeps using the tools they already know. BuilderBot just removes the manual work of moving information between them.

It Gets Better Over Time

Every time you use BuilderBot, it learns the patterns of your projects — your typical task categories, your team's naming conventions, your reporting format. It gets faster and more accurate with each session.


Frequently Asked Questions

Is this the same as Procore's built-in integrations?

No. Procore's native connectors sync data based on preset rules — great for structured workflows. BuilderBot is conversational. It reads unstructured meeting transcripts, understands the context, and turns that into structured Procore entries. They complement each other.

Do I need Fireflies specifically?

Fireflies is the primary meeting recording tool BuilderBot connects to today. If your team records meetings on Zoom, Teams, or Google Meet, Fireflies works with all of them. We're expanding to additional transcript sources based on demand.

Can BuilderBot make changes to my Procore project without my approval?

No. BuilderBot always shows you what it plans to create before it does anything. You approve, adjust, or decline. It creates tasks and RFIs in Draft status so you can review before your team sees them.

What about my existing project data?

BuilderBot can read your Procore project structure — tasks, RFIs, submittals — to make sure it doesn't create duplicates and assigns items to the right people. It works with what you already have.

Is my data secure?

Yes. BuilderBot connects through secure OAuth (the same way you connect apps through "Sign in with Google"). Your meeting transcripts and project data are processed in an isolated session and are not stored or shared.

What does it cost?

BuilderBot is free to try. You can connect your accounts and run your first session at no cost. For teams that want saved workflows, scheduled runs, and advanced reporting, we offer paid plans.


Get Started

Connect your Fireflies and Procore accounts. Have your first post-meeting session in under 5 minutes.

Try BuilderBot Free →
No credit card required. Connect in 2 minutes.

BuilderBot is built by apifunnel.ai↗ — the platform for AI assistants that connect your business tools. BuilderBot currently supports Procore, Fireflies, QuickBooks, Google Sheets, Power BI, and more. Have a tool combination you'd like to see? Let us know.
Previous
The Scratchpad Decorator Pattern: AI Agent Memory Management Without a Memory System
Next
Why Your Stripe Payout Doesn't Match QuickBooks (And How to Fix It)
APIFunnel logoAPIFunnel

AI assistants for accounting and construction workflows. Built for real teams, with no technical setup required.

support@apifunnel.aiinfo@mvp2o.com

Product

  • LedgerBot
  • BuilderBot
  • For Developers

Resources

  • Blog
  • FAQ
  • Documentation

Community

  • Discord

Legal

  • Privacy Policy
  • Terms of Service
  • EULA

© 2026 APIFunnel. All rights reserved.

PrivacyTermsEULALegal contact