Certificates, tenant requests, pay applications and draws keep coming back to the person who knows the details. We turn your procedures and that person's know-how into AI workflows the team can use, in your own ChatGPT, Claude, Copilot or Gemini.
Built for the AI you already use.
Claude
Copilot
Gemini
Illustrative examples.
Property and contractor records
Bring certificates and the requirements your team has drawn from leases or subcontracts. Get gaps, upcoming expirations and draft follow-up notes, with each issue tied to the requirement being checked.
The property desk
Bring the day’s emails, portal requests and phone notes. Get suggested urgency based on your procedure, draft work orders and replies, with safety issues or lease questions marked for the property manager.
The job site
Bring the incoming items and project records. Get draft register entries, reviewer routing based on your rules, and a list of due and overdue responses. The project manager starts with the work gathered.
Project finance
Bring a pay application, schedule of values and approved changes. Get each line set beside its supporting figure, with discrepancies and unanswered questions listed. Calculations run in code.
For the monthly draw, bring accounting exports, invoices and lien waivers. Get the package assembled in the lender’s format, with missing records and invoice-to-ledger mismatches flagged.
The checklist might be written down. The exceptions might live with the owner or office manager. We capture both and build them into workflows, so the team can prepare work without bringing every routine question back to the same desk.
Your owner or operations lead chooses the first task. The property manager, project manager or controller sets the standard and tests the result. AI prepares; your team approves work orders, answers RFIs, releases payments and submits draws.
Your workflow runs from files and exports in your own workspace. We build with invented properties and observe your team testing real work in its account, without retaining copies of tenant, subcontractor or lender records.
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 a recurring request, a certificate check or the monthly package. We'll help you put your way of doing it into the team's hands.