Site information received in inconsistent formats.
Move documents, punch-list items and decisions between the field and its tools.
Substi can structure reports, check documents and update tracking tools, with human approval for technical, financial or contractual commitments.
Operational pressure
Where capacity is lost today.
Punch-list items and technical documents difficult to attach to the right package.
Project tools updated late after field meetings.
Contractual commitments requiring precise traceability.
Process map
A first perimeter that can be observed and measured.
01Site reports
02Technical-file classification
03Quote preparation
04Punch-list tracking
05Document management
06Project-tool updates
07Document checks
08Sales follow-up
Possible AI employees
Specialise by mission, not by generic persona.
- Site reports
- Technical-file classification
- Quote preparation
- Punch-list tracking
Illustrative workflow
- 01
Receive the authorised report, photograph or form.
- 02
Identify the site, area, package, contractor and due date.
- 03
Compare information with authorised repositories and contractual documents.
- 04
Create or prepare the punch-list item in the tracking tool.
- 05
Flag missing items, duplicates or contradictions.
- 06
Have assignment and any technical or financial commitment approved.
- 07
Notify the expected parties and retain history through closure.
Tools and integration
Use the most robust available connection.
- DMS, drawings and project workspaces
- Site and punch-list tracking tools
- ERP, CRM and quoting software
- Email, field forms and local software
Human control
Exceptions remain explicit.
Access segmented by project, package and stakeholder · Document versions and decisions retained · Approval of contractual and financial commitments · Logging of notifications and status changes
Economic indicators
Measure the process before claiming value.
- Report distribution time
- Correctly classified punch-list rate
- Missing documents per record
- Number of re-entries
- Project-tool update time
Data and security
Configure the environment to the sensitivity of the sector.
Access segmented by project, package and stakeholder · Document versions and decisions retained · Approval of contractual and financial commitments · Logging of notifications and status changes
Model selection, context size and infrastructure are adapted to the mission.
Illustrative use case, not a customer result
Construction and real estate
Substi can structure reports, check documents and update tracking tools, with human approval for technical, financial or contractual commitments.
FAQ
Questions before scoping.
Can Substi read inconsistent reports and documents?
Representative formats are assessed during the audit. Fields, attachment rules and unreadable cases are tested before deployment.
Can it automatically send a punch-list item to a contractor?
A notification can be prepared or executed within an authorised scope. Assignment, contractual deadlines and sensitive commitments may require approval.
How are changes tracked?
Document versions, status changes, authors and approvals can be logged according to project policy.
Which role should work differently tomorrow?
Tell us about a function, a volume and the software involved. We will identify the first scope to turn into an AI employee.
Book a demo