Operations
CRM Implementation Coming soon
Build a CRM your team can actually run on.
Use case
AI File Organizer: Have AI File Project Documents in the Right Folders
An AI file organizer reads each drawing, scope and permit as it arrives, renames it and files it in the right project folder.
- Area
- OperationsRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- Google DriveGmailOutlookClaude
The Problem
- Drawings, scopes, permits and photos arrive by email and text, with names like IMG_4471 and final_v3.
- Before anyone can use them, someone has to open each one, work out which job it belongs to and move it.
Imagine This
The architect emails revised drawings. By the time you look, they are renamed with the job and date, filed in that project folder, and the old version has moved to an archive.
How It Works
Example setup · AI-poweredWhat's the difference?
- TriggerA new file arrives by email or uploade.g. Gmail, Outlook, Google Drive
- AI stepAI reads it and works out the project and typee.g. Claude, ChatGPT
- ActionIt is renamed and filed in the project foldere.g. Google Drive, Google Workspace
- Back to youFiles it is unsure about wait for youe.g. a review folder
What Changes
Your team has less sorting to do before it can use the documents.
The service behind this
This workflow is one part of a bigger system. When we set it up, it comes as part of:
Workflows that go with this one
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.
- Use case
Fill Your Contracts and Proposals From One Form
You copy the last client's contract and hope you changed every name. Answer one short form and your template fills itself in.