Agent 13
Safety & Prequal Pack
Your COR evidence, prequal documents, and hazard assessments organised, current, and audit-ready.
3 weeks → 3 days
COR audit prep
Built for
- Safety coordinators / HSE advisors
- Office managers
- Owners
Live example
adg/safety-prequal-pack · ready
Scenario · An operator requests an updated prequalification package by Friday for a new maintenance scope.
01Request from operator
Prequalification update required: Maintenance Services
EmailPlease upload the following by Friday: WCB clearance, CGL certificate ($5M min), auto certificate, 3-year safety stats (TRIF/LTI), COR letter, H2S and fall protection training matrix.
02Agent run
- Reading request
- Searching document library
- Building training matrix
- Assembling pack
03Prequal pack status
Output appears here
The problem
Operator prequalification platforms and COR audits ask for the same documents again and again: WCB clearances, insurance certificates, safety stats, program manuals, training records, and completed FLHAs. This agent keeps everything organised, watches expiry dates, rolls up field hazard assessments into leading indicators, and assembles the exact pack each client or auditor asks for.
Today
- Scrambling for the WCB clearance letter the day a bid closes
- Prequal score dropping because an insurance certificate lapsed
- Boxes of paper FLHAs nobody reviews
- COR audit prep taking weeks
With the agent
- Expiry alerts 30 days before anything lapses
- Prequal submissions assembled in minutes
- FLHA trends: top hazards, missing sign-offs, crews to coach
- COR evidence binder built continuously, not the month before audit
How it works
4 steps, with you in control.
- 01
Collect
Watches a shared folder and inbox for certificates, tickets, FLHAs, and inspection forms.
- 02
Index
Classifies each document, reads its expiry, and files it against the COR element or prequal question it satisfies.
- 03
Monitor
Alerts on upcoming expiries and missing items, and summarises FLHA hazard trends weekly.
- 04
Assemble
Builds the requested pack for a client prequal or an auditor on demand.
Comes in
Agent does
You check
Goes out
Works with
- SharePoint / OneDrive
- ISNetworld / ComplyWorks (manual upload)
- Outlook
- Forms apps
Nothing leaves without a person approving it. Agents draft, check, and flag. Your team makes the call. Data stays in your Microsoft 365 or Google tenant wherever possible.
What it's worth
Run your own numbers.
Slide to match your team. Defaults are typical for a small-to-mid contractor in the region.
Hours back per year
202
Estimated annual value
$11,100
Estimate only, based on 48 working weeks. We confirm real numbers in a free workflow audit.
Want Safety & Prequal Pack running on your jobs?
Book a free 45-minute workflow audit. We'll map where your office and field hours go and show you which agent pays for itself first.