Workflows

Channel to RFI

In the RFI channel, use “Create RFI from this message” on any message to turn the conversation into a formal RFI. The AI fills in the RFI fields from the message text (subject, question, location, trade, priority, and more). You can mention someone with @ to assign the RFI to them when creating from a message.

Open a project, go to the RFI channel, then use the action on a message bubble to create an RFI. New RFIs appear in Documents and are linked back to the source message.

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