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
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.
- Review bid documents with your firm's rules in Copilot
Have Copilot flag bid risks early and recommend what your firm would do about each one.
Billing
n8n, SharePoint
- Review pay app in SharePoint before it goes to the GC
Check a draft pay app against your billing rules before it goes to the GC.