AI Playbook collection ยท 39 automations

Architecture and engineering firms: what to automate

You're juggling dozens of open RFIs, submittals, and change orders across every active project, and half your week disappears into status emails and file chasing. A drawing or invoice sits waiting for client sign-off and the whole schedule stalls until someone remembers to approve it. Meanwhile permits, consultant deliverables, and billable hours pile up in separate inboxes that nobody has time to reconcile until month end.

Every item below opens a plain-English page: the problem it solves, how it works, and what you need to run it.

RFIs and submittal tracking

Logging, routing, and following up on RFIs and submittals across contractors and consultants is a constant paperwork chase.

Project status reporting

Compiling project status, budget, and quantity updates for clients and partners each week takes hours of manual assembly.

Send five stakeholders their own personalized weekly report

Every Friday, AI writes a personalized status report for each stakeholder and delivers it to their channel.

AdvancedNotion, OpenAI, Slack, Gmail

Generate tailored weekly briefs for every team each Monday

Every Monday, AI pulls last week's data and sends each team a brief written just for them.

AdvancedNotion, OpenAI, Slack, Gmail

Turn Asana tasks into a weekly project status report automatically

Reviews your Asana project, separates finished work from overdue tasks, and posts a written status report to Slack and Gmail.

AdvancedAsana, Google Gemini, Slack, Gmail

Catch project delays early with daily AI capacity checks

Reviews your team's tasks and workload every day and flags capacity problems before they cause delays.

AdvancedAnthropic

Catch budget overruns early with AI alerts to Slack and email

AI reviews your budgets on a schedule, flags cost overruns, and sends alerts to Slack and email automatically.

AdvancedAnthropic Claude, Slack, Gmail

Get daily alerts when project deadlines or budgets run low

Every weekday morning the system checks your Kimai projects and emails you only when a deadline or budget needs attention.

StandardKimai

Convert Revit building models into spreadsheet data automatically

Turns a Revit building project into an organized spreadsheet of drawings and specifications you can analyze.

StandardRevit

Turn Revit building models into interactive quantity reports

Reads a Revit building file and generates an interactive HTML report showing wall quantities and volumes.

AdvancedRevit

Consultant and vendor coordination

Chasing subconsultants for deliverables and coordinating multi-firm teams eats into design time.

Which of these should you build first?

Once you see which of these already match how your team works, it's worth a short conversation about sequencing them so the wins compound instead of competing for the same week.

Let's Talk Strategy