Playbooks
Short, tested instructions and findings for using AI on real work in a specialty contractor firm. Each playbook is written for a job, then a tool or a finding, and names the version it was last tested against.
Estimating
Claude
- Use your firm's rules inside Excel
Ask Claude a question without leaving the spreadsheet and get your firm's answer instead of a generic one.
Findings
- Which AI model should read your construction specs?
If you are using AI to index a spec, the cheap tier is fine. If you are using it to question one, it is not.
Microsoft 365 Copilot, SharePoint
- Use your firm's rules inside Copilot
Ask Copilot a question and get your firm's answer instead of a generic one.