Project setup, review packages and action registers take time from the people who know the work best. We turn your SOPs and project know-how into AI workflows that prepare that work for the team, in your own ChatGPT, Claude, Copilot or Gemini.
Built for the AI you already use.
Claude
Copilot
Gemini
Illustrative examples.
Project and delivery
Give the workflow the agreement and fee proposal. Get drafts for your project and accounting systems: phases, tasks, budgets, team, billing terms and cost codes. Differences between the drafts and the agreement are listed alongside them.
For submittals and RFIs, the same approach can prepare the register entry, related specification and drawing references, and an organized package of open questions for the reviewing engineer.
Quality and follow-through
Give the workflow the field report and your incident procedure. Get a draft action register with the follow-up steps, owners and missing information gathered for the safety lead.
A review-checklist workflow can also surface missing documents or incomplete review records before a deliverable reaches sign-off.
Which cost code belongs where. What a reviewing engineer needs in the package. How an incident becomes follow-up work. We capture those details from existing checklists and the people who use them, then build them into workflows others can run.
Your project lead or engineer of record defines the expected result. We test the workflow against that standard and have your team run it on real work. AI prepares the records; your engineers make the technical judgments, approve responses and sign deliverables.
Start with the agreement, portal export and document index your team already handles. The workflow prepares the setup or review package in your own AI workspace. Your team checks and enters it; a connection to your project or accounting system is separate work.
You have a written procedure
One agreed procedure built into an AI workflow, tested and handed over with notes. Three days once your procedure, examples and workspace are ready. Five business days of defect support after handover.
The know-how needs capturing
We capture one team's procedures and build one priority AI workflow. About two weeks from the first interview, with handover notes and ten business days of defect support after handover.
Introductory offers for converting existing workflows, once per client. Both use files and exports in your existing workspace. You can also start with a broader implementation or build a new capability. Integrations and ongoing development are scoped with you.
Bring one setup, submittal or recurring check. We'll identify a useful first workflow with the person who knows how it should work.