Day 1
One valuable workflow
Pick one workflow, define the output, name the systems involved and collect real examples from recent jobs.
SmartWork™ — automate one built-environment workflow with AI in two weeks.
We focus on workflows where faster review and fewer errors generate value: bid review, RFQ drafting, finance checks, site reporting and project control. Your team tests the workflow on real project material during the sprint. We tune it with your domain experts and hand over the workflow, rules and runbook in week two, following the Swift™ Approach we use on every build.
SmartWork™ automates the repetitive document review behind tenders, finance checks, site reports and project control.
you:
Read this tender pack and show what affects the bid.
Loading tender pack...
98 documents, 1,700 pages
EXTRACT
- Contract term, sites and service scope
- Mandatory submissions and dates
- Pricing schedules and exclusions
- Critical clauses and liquidated damages
FLAG
- No price-escalation clause found
- Asset register incomplete in Appendix C
- Site access rules differ by location
SELF-CHECK
- Re-read contract value against source pages
- Matched every extracted field to page evidence
OUTPUT
- Bid summary
- Clause risk log
- Pricing checklist
Review time moves from days to hours, with evidence attached.
Tender Analysis
Extract tender requirements from thousands of pages fast.
SmartWork™ reads the tender pack and pulls out the items that affect cost, risk and submission effort: scope, sites, dates, asset lists, pricing schedules and contract terms.
- Gives bid teams a faster first read of large tender packs
- Highlights missing information and clauses that affect margin
- Links every finding back to the source page
- Turns the pack into a checklist for pricing and submission
Sample output
Bid summaryScope, contract term, sites, submission dates and required attachments.
Risk listEscalation gaps, access limits and contract terms that affect pricing.
Pricing checklistSchedules, exclusions and questions the bid manager needs to close.
you:
Draft the maintenance approach from our past submissions.
Loading requirement schedule...
Loading past bids and method statements...
MATCH
- 3 prior submissions with similar scope
- 2 approved method statements
- 1 manpower schedule
DRAFT
- Planned maintenance approach
- Response-time section
- Mobilisation plan
- Compliance matrix
FLAG
- Requirement 4.4 has no matching precedent
- New safety certification requested
OUTPUT
- Draft section in house format
- Open items for bid manager
Bid teams spend review time on gaps, not blank-page drafting.
Bid and RFQ Drafting
Draft the first bid response from approved past work.
SmartWork™ uses your past submissions, method statements and project references to draft a response for the new RFQ. Your bid manager starts from a relevant draft instead of a blank page.
- Matches new requirements to similar past projects
- Writes in your bid format and section structure
- Flags missing certificates, references or method details
- Keeps final judgement with the bid owner
Sample output
Draft responseMaintenance approach, mobilisation plan and compliance matrix in your template.
Open itemsRequirements that need pricing, technical input or management approval.
Source linksPast bids and method statements used for each section.
you:
Match this delivery order, PO and invoice.
Loading documents...
DO-1048 | PO-7312 | INV-8851
MATCH SCORE
82 / 100
CLEARED
- Vendor matched
- PO reference matched
- 14 line items matched
REVIEW
- Line 3: DO quantity 40, invoice quantity 48
- Line 5: PO rate 12.50, invoice rate 13.80
OUTPUT
- Exception queue
- Source evidence
- Finance review note
Three-Way Check
Find invoice mismatches before they become payment delays.
SmartWork™ checks delivery orders, purchase orders and invoices against each other. Finance sees which lines match, which lines differ and where the evidence sits in the documents.
- Compares supplier names, PO numbers, quantities, rates and totals
- Clears matched lines without another full manual check
- Shows the exact document line behind each mismatch
- Creates a short exception list for finance or procurement
Sample output
Matched linesVendor, PO reference and 14 invoice lines cleared.
ExceptionsTwo quantity or rate mismatches with source evidence.
Finance noteWhat to approve, what to query and who needs to respond.
you:
Build this week's project exception report.
Reading site records, RFI log and delivery tracker...
FIND
- Delayed approvals
- Materials pending delivery
- Claims and variation references
COMPARE
- 6 issues aged over 14 days
- 3 approvals blocking workfronts
- 2 delivery dates slipped this week
OUTPUT
- Weekly exception report
- Action owner table
- Items for project meeting
Project Reporting
Turn site updates into a weekly action list.
SmartWork™ reads site records, RFI logs, delivery trackers and spreadsheets. It shows what changed, what is late and who needs to act before the next project meeting.
- Pulls open issues from site records, logs and emails
- Groups actions by owner, trade, site or workfront
- Surfaces late approvals, delayed materials and blocked work
- Gives project meetings a shorter list of decisions
Sample output
Weekly action reportLate approvals, slipped deliveries and ageing issues by workfront.
Owner listOwner, trade, site, due date and source reference for each action.
Meeting agendaItems that need a decision, escalation or client clarification.
you:
Show the rules the workflow follows.
rules/tender-review.md
1. Flag clauses that change pricing risk.
2. Treat missing escalation terms as a bid risk.
3. Check every date against the submission schedule.
4. Route unclear scope boundaries to the bid owner.
5. Record every correction as a new test case.
EXAMPLES
- accepted-output-01.md
- corrected-output-02.md
- known-failure-03.md
Corrections become rules the next run applies.
Tender Review Rules
Apply the same tender review standard every time.
SmartWork™ captures how experienced bid and commercial teams review tender packs. Their checks become simple rules the workflow follows when it reads the next tender.
- Records how reviewers check scope, dates, clauses and exclusions
- Turns repeated tender corrections into reusable rules
- Stores examples of acceptable and unacceptable tender outputs
- Helps newer bid staff apply the same review standard
Sample output
Tender rulesChecks for pricing risk, missing dates, unclear scope and escalation cases.
Accepted examplesReviewed tender outputs that show what the team accepts.
Review triggersTender items that need a human decision or more source evidence.
The engine
Powered by Claude and SmartDoc™.
SmartWork™ runs on Anthropic's Claude Code and Cowork, with SmartDoc™ used when the workflow needs document extraction, comparison or page-level evidence.
- ●Claude runs the workflow. It reads source material, follows rules, calls tools, writes outputs and records what happened.
- ●SmartDoc™ checks the source documents. It extracts fields from PDFs, scans and spreadsheets, then links values back to the page they came from.
- ●Your systems stay in place. SmartWork™ works with the folders, spreadsheets, ERPs, email, review tools and templates your team uses.
The approach
SmartWork™ delivers one AI workflow in two weeks.
Days 2-4
First run on real documents
Configure Claude, connect source files and build the first working path around your documents, templates and review points.
Days 5-9
Live examples become rules
Your users run the workflow on real project material. We capture corrections, add rules and log the cases that need human review.
Days 10-14
Workflow and next decision
We hand over the runbook, rules, examples and known limitations, then recommend the next workflow worth building, or the wider set of workflows that ships with SmartOS™.
Bring one built-environment workflow where speed or accuracy affects cost. We will run a SmartWork™ sprint on real work and leave behind a workflow your team can inspect, use and extend. See the work we have delivered for built-environment teams.