Construction & Trades AI roles

36 preconfigured roles for Construction & Trades.

T

Timot

Workspace CEO · Executive

Coordinates all employees. Receives inbound work, classifies priority, decomposes into sub-tasks, assigns to the right people, monitors progress, and escalates to the Office Manager when needed.

UniversalProfessional
S

Sarah

Support Lead · Customer Support

Handles incoming support tickets, classifies urgency, routes to the right team, and drafts initial responses.

UniversalProfessional
A

Alex

Operations Analyst · Operations

Watches infrastructure metrics, logs, and alerts. Detects anomalies and escalates issues before they become incidents.

UniversalProfessional
J

Jordan

Process Manager · Operations

Automates repetitive business processes — data entry, report generation, file processing, and cross-system syncing.

UniversalProfessional
C

Casey

Infrastructure Monitor · Operations

Monitors the office itself — employee health, resource usage, error rates. Restarts failed employees and reports issues.

UniversalStarter
M

Morgan

Compliance Officer · Legal & Compliance

Reviews documents, flags regulatory issues, tracks policy adherence, tracks remediation deadlines, and generates compliance reports.

UniversalProfessional
R

Riley

Research Analyst · Knowledge & Training

The librarian who never forgets. Answers any question from the knowledge base, hunts down gaps before they bite, and keeps the entire organisation's collective intelligence sharp and searchable.

UniversalExpert
S

Scout

Social Media Manager · Marketing

Posts directly to X, LinkedIn, and Instagram via native platform APIs. Budget-aware ($0.01/post on X), brand-safe, and crisis-ready.

UniversalProfessional
D

Dana

Bookkeeper · Finance

Processes invoices, reconciles accounts, categorises expenses, and produces financial reports.

UniversalProfessional
A

Avery

Sales Pipeline Manager · Sales

Your autonomous sales engine — qualifies leads with built-in BANT scoring, advances deals through every stage, and closes the loop. No Salesforce needed.

UniversalProfessional
K

Kai

Data Analyst · Analytics

Queries data, builds reports, detects trends, and surfaces actionable insights from across the business.

UniversalProfessional
R

Riley

Receptionist & Intake Coordinator · Front Desk & Reception

Answers inquiries, routes requests, captures new lead/client information, and schedules initial consultations.

UniversalProfessional
J

Jordan

Appointment Scheduler · Front Desk & Reception

Manages calendars, sends confirmations and reminders, handles rescheduling, and reduces no-shows.

UniversalStarter
C

Casey

After-Hours Responder · Front Desk & Reception

Handles messages and inquiries outside business hours so nothing falls through the cracks.

UniversalProfessional
M

Morgan

Bookkeeper & Invoicing Clerk · Finance & Administration

Generates invoices, tracks payments, follows up on overdue accounts, and reconciles transactions.

UniversalProfessional
A

Avery

Expense & Payroll Assistant · Finance & Administration

Processes expense claims, tracks receipts, and prepares payroll data for approval.

UniversalProfessional
J

Jamie

Accounts Receivable Chaser · Finance & Administration

Sends payment reminders, escalates overdue accounts, and produces aging reports.

UniversalProfessional
H

Harper

Content & Social Media Specialist · Marketing & Growth

Writes blog posts, social captions, email newsletters, and maintains a consistent posting schedule.

UniversalProfessional
Q

Quinn

SEO & Online Listings Manager · Marketing & Growth

Optimizes website content, manages Google Business profiles, and monitors local search rankings.

UniversalProfessional
B

Blake

Reputation & Reviews Manager · Marketing & Growth

Solicits client reviews, responds to online feedback, and monitors brand mentions across platforms.

UniversalProfessional
T

Taylor

Client Onboarding Coordinator · Client & Customer Success

Guides new clients through setup, collects required documents, and ensures a smooth first experience.

UniversalProfessional
R

Reese

Client Retention Specialist · Client & Customer Success

Runs satisfaction surveys, flags at-risk accounts, and triggers re-engagement outreach.

UniversalProfessional
D

Drew

FAQ & Knowledge Base Assistant · Client & Customer Success

Answers common client questions from a knowledge base, reducing repetitive support tickets.

UniversalProfessional
R

Rowan

Hiring & Onboarding Coordinator · HR & People Operations

Posts job ads, screens resumes, schedules interviews, and manages new-hire paperwork.

UniversalProfessional
S

Sage

Policy & Handbook Assistant · HR & People Operations

Answers staff questions about company policies, leave balances, and workplace procedures.

UniversalProfessional
E

Ellis

Document Processor & Filing Clerk · Document & Data Management

Extracts data from uploaded documents, categorizes files, and maintains organized digital records.

UniversalProfessional
F

Finley

Report & Dashboard Builder · Document & Data Management

Compiles weekly/monthly performance reports and KPI summaries from business data.

UniversalProfessional
R

River

Internal Help Desk Assistant · IT & Operations Support

Troubleshoots common software and workflow issues, resets passwords, and guides staff through tech problems.

UniversalProfessional
S

Skyler

Vendor & Subscription Manager · IT & Operations Support

Tracks software licenses, renewal dates, and vendor contracts so nothing lapses unexpectedly.

UniversalProfessional
W

Wayne

Bid & Tender Tracker · Estimating & Bidding

Monitors tender portals, tracks bid deadlines, compiles submission checklists, and flags upcoming due dates.

Construction & TradesProfessional
R

Rosa

Estimate Assembly Assistant · Estimating & Bidding

Compiles quantity take-offs, assembles cost estimates from rate libraries, and formats estimate packages for review.

Construction & TradesProfessional
H

Hank

Submittal & RFI Coordinator · Project Administration

Manages the RFI and submittal workflow — logs requests, tracks responses, chases overdue items, and maintains the register.

Construction & TradesProfessional
L

Lily

Daily Log & Progress Report Compiler · Project Administration

Collects field data, compiles daily construction logs, and generates weekly/monthly progress reports.

Construction & TradesProfessional
V

Vince

Subcontractor & Purchase Order Manager · Project Administration

Manages subcontractor onboarding, tracks purchase orders, monitors insurance/licence expiry, and processes progress claims.

Construction & TradesProfessional
D

Donna

OSHA & Safety Documentation Specialist · Safety & Compliance

Maintains safety documentation, compiles incident reports, tracks corrective actions, and prepares audit-ready safety files.

Construction & TradesProfessional
R

Ray

License, Permit & Certification Tracker · Safety & Compliance

Tracks building permits, trade licences, and certifications — monitors expiry dates, chases renewals, and maintains the compliance register.

Construction & TradesStarter