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Construction, trades, real estate services.

SiteDesk Copilot

Search project docs, draft RFIs, summarize submittals, flag missing info, and track action items.

Capability demo · not a shipped productExample AI workflow systems we can adapt for your business. Each demo shows how a real workflow can be restructured with AI, integration, and human review.

Target customer

Contractors, subcontractors, real estate development teams, project managers.

Best for

Mid-market.

Outcome promise

Faster project-document response and fewer missed follow-ups.

System spec

How it actually works.

Why it matters
RFIs, submittals, specs, and change orders create a heavy admin burden.
Business problem
Teams lose time searching specs, chasing missing info, and drafting RFIs and submittals from scratch.
Current manual workflow
Project managers search SharePoint and email, copy context into drafts, and manually track open action items across spreadsheets.
AI-assisted workflow
Retrieval across project documents with citations; AI drafts RFIs and submittal summaries; missing info is flagged; action items are captured and assigned.
Systems connected
SharePoint, project document stores, email, and existing action-tracking tools.
Human review point
Project managers approve RFI drafts, submittal summaries, and action-item routing before they go out.
Metrics to track
RFI turnaround time, submittal completeness, missed action items, document search time.

Detail page modules

  • Project document search
  • RFI draft workflow
  • Submittal summary
  • Missing information flags
  • Action item tracker
  • Approval flow

Screens / modules

  • Project search interface
  • RFI draft screen
  • Citation panel
  • Approval queue
  • Action item timeline

Interfaces shown above are conceptual. Real screenshots are added only when a client system ships.

Adapt this workflow for your businessBrowse all example systems

§ 09 · Final step

Bring us one workflow your team repeats every week.

We'll help you determine whether AI should automate it, assist it, or stay out of it.

  • · 30-minute first call
  • · reply within one business day
  • · no slide decks
Book an AI Workflow AuditSee Example Systems