Automation case study

Procore Vendor Rating

A workflow that matches Procore vendor records, captures reviewed subcontractor performance inputs and keeps future tender review grounded in organised history rather than memory alone.

Self-initiated portfolio buildConstruction coordinationHuman review stays in control

At a glance

Matches

Commitment contracts and project vendors are brought together into a reusable vendor list.

Builds dynamically

The rating form uses the current vendor list instead of hardcoded subcontractor names.

Captures

Supervisor performance inputs are normalised and stored in both an n8n Data Table and Google Sheets.

Supports review

Organised records can support future tender review without making the tender decision automatically.

Client type: Builder running tenders through Procore with a regular subcontractor bench.

The problem

Subcontractor performance history can live in memory, scattered notes or a spreadsheet that drifts away from the current project records. When the next tender arrives, the builder may have no consistent way to connect the decision to the actual vendor and commitment history.

The coordination challenge is building a current, queryable record without turning a rating form into an automated tender decision-maker.

How the system works

The documented build has two phases: first it prepares a reusable vendor list from Procore; then it uses that list to build a rating capture flow and store the reviewed submission in two accessible places.

Procore Vendor Rating workflow showing commitment and vendor matching, dynamic rating capture, n8n Data Table, Google Sheets and thank-you response.

Explanatory workflow visual based on the documented portfolio build — not a live n8n canvas screenshot.

Inside the build

The build keeps source matching separate from rating capture. That separation makes the form current when the vendor bench changes and keeps the field mapping visible.

Procore Vendor Rating build logic showing Procore source matching, dynamic form fields, normalisation and dual storage.

Explanatory build-detail visual derived from the documented workflow logic.

Actual build evidence

This is an authentic n8n canvas screenshot from the Procore Vendor Rating build. It shows the two phases, Procore source calls, commitment/vendor matching, dynamic form construction, rating capture and dual storage; the SVGs remain the clearer client-readable explanations.

Authentic n8n canvas screenshot of the Procore Vendor Rating build, showing Procore commitment and vendor matching, dynamic form fields, rating normalisation and Data Table and Google Sheets storage.

Actual n8n build screenshot supplied for this portfolio case study. Click the image for an in-page larger view.

Controls & exceptions

Source records stay current

The form is built from the current vendor list rather than a manually maintained hardcoded list.

Field mapping is explicit

Rating, comment, name and date fields are normalised before they are stored.

Two storage paths

The submission is written to an n8n Data Table and Google Sheets for queryable and exportable records.

Ratings do not decide tenders

Performance records support review; they do not automatically select or reject a subcontractor.

What stays human-controlled

Supervisors and authorised project personnel provide and review performance inputs. The builder and responsible team retain interpretation, supplier relationship, tender, commercial, scope and award decisions.

Tools used

n8nProcore APIn8n Formsn8n Data TablesGoogle Sheets
Portfolio disclosure: This is an independently developed portfolio build, not a paid-client case study. It shows how Anna designs reusable workflow systems around recurring construction coordination problems. Builder approvals, commercial decisions, contractual decisions and site actions remain with the builder and responsible project team.