Get status reports, scope checks and closeout packs prepared your team’s way. We build your project managers’ procedures and know-how into AI workflows in the ChatGPT, Claude, Copilot or Gemini you already use.
Built for the AI you already use.
Claude
Copilot
GeminiIllustrative workflows. Built around each client’s own procedures and standards.
What your team brings to each run
The project plan export, this week’s timesheets and client correspondence.
The rules already built in
Use the firm’s status template. Tie milestones to the plan, calculate hours from the timesheets, and list decisions, open questions and gaps in the record.
Your project manager edits the prepared report, decides what the client hears and makes the commitments.
Compare the incoming request with the brief and estimate. List the relevant commitments and apparent scope differences for the producer.
Check as-builts, warranties, manuals and sign-offs against the contract’s handover list. Group missing items by subcontractor and draft the chasers.
Compare the service-desk export with each client’s response-time commitments. Surface approaching deadlines and prepare customer updates.
Use issued revisions to draft the transmittal and revision-log entries, with outstanding acknowledgements listed for the document controller.
The template is a start. Knowing which email changes the plan, what needs a client decision and what belongs in the report is the expertise. We capture it from SOPs, checklists or a project walkthrough and build it into the workflow.
Your project lead agrees the sources and the standard. We test the workflow on complete records and cases with gaps or contradictions. Hours are calculated by code or taken from your system’s report; missing information stays visible.
Plans, hours, correspondence and handover files live in different places. Start with the exports and folders your team already uses, with the workflow preparing them in your own format.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
The know-how needs capturing
$3,500
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
Bring the update, scope check or closeout that takes the most assembling. We’ll work out the first workflow around your team’s way of delivering.