Canadian Intelligence AgencyBook a free callDossier
Construction and trades.
A small office running 5 to 10 jobs at once, paperwork in inboxes and on one laptop.
6 to 10 hrs
a week back per office person, projected.
A small office running 5 to 10 jobs, 20 to 30 documents a day. A projection, not a measured result.
The piles we see here.
Our files live in five inboxes and one laptop.
Every attachment filed to the right job by 9 am, every day. Any document found in seconds by asking.
We miss every call after 5.
No call unanswered, day or night. Urgent ones reach a person within minutes. Every call logged.
Someone types every invoice in.
Every invoice entered and coded within a day of arriving, waiting for one click. Overdue reminders send themselves.
Now
Every attachment, filed.
An email arrives. The attachment is read, matched to its job, filed with a clear name, and logged. Anything unclear waits for a person.
| 8:02 | invoice 4471 arrived from an electrical supplier | read |
| 8:02 | vendor, date and amount read; job matched: the kitchen renovation, job 14 | matched |
| 8:02 | filed to job 14 / Costs / Vendor invoices with the job code, vendor and date in the name | filed |
| 8:03 | copy queued in Accounting for approval | queued |
| 8:09 | a site photo arrived; no job named in the email | review |
| 8:09 | sent to the review list with the two likely jobs | waiting |
| 8:40 | the coordinator moved the photo to job 9; move logged with her reason | corrected |
| 9:00 | morning summary: 14 filed, 1 reviewed, 0 failed | done |
Behind the curtain.
What a person sees
A short review list, once a day. Each item shows the document, the AI's best two guesses and one click to file it. A person's move is logged with a reason so the rule can be tuned.
What it may do alone
Files copies on its own. Never moves or deletes the original email. Never files money documents outside the accounting area.
Who answers for it
Runs under a service account with read access to mail and write access to the shared folders only. The log shows every file it touched and why. The owner can switch it off from the portal.
Whose work changes
The person who filed by hand now reads the review list (minutes, not hours) and corrects the rare miss.
- a site photo arrived; no job named in the emailDecide
- sent to the review list with the two likely jobsDecide
These four questions are our doctrine. They are answered in writing for every system before it runs.
Less paperwork.
Book a free 30-minute call. We'll run the maths for construction and trades with your numbers.
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