Optimize project management, permit tracking, and subcontractor coordination with automation that keeps projects on schedule and within budget.
Complex project bidding processes
Permit and compliance tracking
Subcontractor coordination
Progress reporting and documentation
Click any workflow to see detailed information, pricing, and ROI metrics
Each workflow below is adapted to your firm's specific systems, approval hierarchies, and operational constraints. These are not one-size-fits-all solutions—they are configured to integrate with your existing tools (CRM, ERP, project management, accounting software, etc.) and designed around how your team actually works. Implementation begins with understanding your current state, not forcing you into a template.
Calendar ingestion → scheduling rules → reminders → escalation logic
Event monitoring → anomaly detection → alerts → resolution tracking
Structured intake → automatic task creation → system sync
Deduplication → stale record detection → cross-system reconciliation → enforcement rules
Metric definition → threshold logic → alerts → recommended actions → escalation paths
Template standardization → data field mapping → AI-assisted draft generation → review & approval workflow
KPI definition → data aggregation → real-time dashboards → scheduled executive summaries
Experience signal monitoring → risk detection → escalation → resolution tracking
Activity tracking → utilization analysis → performance alerts → management reporting
Issue intake → prioritization → task assignment → resolution tracking → feedback loop
Cross-system mapping → trigger logic → orchestration workflows → monitoring & governance
These workflows are not templated solutions. Internal processes vary significantly across construction firms—from approval hierarchies and risk thresholds to document formats and escalation protocols. Our systems are custom-built after understanding how your firm actually operates.
Each workflow involves AI-driven reasoning, document interpretation, decision logic, and human-in-the-loop escalation when needed. These are not simple rule-based automations—they adapt to context, validate against your specific business rules, and integrate with your existing systems and teams.
The workflows shown below are examples of what can be built after we understand your firm's specific processes, approval structures, and operational constraints. They are not plug-and-play templates. Every implementation is designed around how your organization actually works.
Ingests plans, specifications, and email submissions, extracts requirements, flags missing information, and routes bids differently based on project size, risk profile, and your firm's internal approval structure.
Custom-built to match your bid evaluation criteria, risk thresholds, and routing rules.
Validates insurance certificates, licenses, and compliance documents against your firm-specific requirements, escalates exceptions, and adapts approval workflows based on subcontractor tier and project type.
Configured to enforce your compliance policies and approval hierarchies.
Compares change order revisions against original scope, assesses cost and schedule impact using your firm's estimation logic, and escalates inconsistencies or high-risk changes to project managers for review.
Tailored to your cost structures, approval thresholds, and escalation protocols.
Discovery: We map your current processes, identify decision points, and understand your approval hierarchies, risk thresholds, and escalation protocols.
Design: We design workflows that match how your firm actually operates—not how a template assumes you should operate.
Build: We develop AI agents that reason through context, validate against your business rules, and escalate exceptions to the right people at the right time.
Deploy: We pilot the workflow in a controlled scope, measure results, refine based on feedback, and scale when you're ready.
Start with a focused pilot. See measurable results in 2 weeks. No long-term commitment required.