Operations Automation
Extension layer, beta

Automate the predictable work. Keep judgment where it belongs.

These workflows take repetitive operational work off your PMs, superintendents, estimators, and operations teams—from moving information and preparing documents to tracking recurring requirements and maintaining records.

We configure the workflows around the way your company actually operates.
Book a call See what runs today
Status
Working capability. Four workflows live today. Configuration and implementation happen through a Construction OS engagement.
Shape of the work

Automate the work that follows a pattern.

The best automation opportunities tend to have the same basic shape.
01
Information comes in.
A bid. An invoice. A field note. A photo. A form. A regulation. A project update. A client decision.
02
Your company’s rules and project context get applied.
What matters? What needs to be checked? What standard applies? Who reviews it? What needs to happen next?
03
Something useful comes out.
Structured information. A draft. A comparison. A plan. A record. A status. A billing package. A workflow ready for review or the next step.
Stop paying skilled people to manually repeat work the company already knows how to do.
The workflows

Workflows that run today.

These are not hypothetical examples.
Four run today and can be demonstrated on a call — one of them publicly. All are configured around a client’s documents, rules, workflows, and operating requirements through an engagement.
Change Order Drafting
Public demo
Capture the change while the details are still fresh.
Turn field information, scope changes, pricing details, and project context into a professional change-order draft for review.
Reduce the gap between recognizing a change and documenting it properly.
Try the Change Order workflow
Invoice Intake
Live, demo on request
Stop rekeying invoices and receipts.
Turn incoming invoices and receipts into structured cost information ready for review.
Less data entry. Faster access to usable cost information.
Site Safety
Live, demo on request
Plan the work. Know the requirements. Keep the record.
Use project conditions and relevant OSHA requirements to help develop the site safety plan and training plan before work begins.
Then track day-to-day safety activity by vendor using uploaded documentation, training records, and other required evidence: what has been completed, what is missing, and where follow-up is needed—while maintaining a record by vendor and by day.
Plan, train, track, record
Supports planning, documentation, and recordkeeping. Your team determines compliance.
Field Reports
Live, demo on request
Stop reconstructing the day after it’s over.
Turn voice notes or field notes into a structured daily report ready for review.
Less end-of-day paperwork. Better documentation of what actually happened in the field.
Bid Comparison
Beta
Stop comparing apples to oranges.
Normalize subcontractor proposals so scope differences, exclusions, allowances, and gaps are easier to identify.
Spend less time formatting bids. More time evaluating what you’re actually buying.
Pay App Preparation
Beta
Stop rebuilding the billing package every month.
Use the schedule of values, current progress, and project information to help prepare the next billing package.
Spend less time assembling billing. Get it ready for review faster.
Subcontractor Compliance
Beta
Know who’s ready—and who needs follow-up.
Track COIs, W-9s, licenses, waivers, and other required vendor documentation.
See what is current, what is missing, and what needs attention.
Stop chasing paperwork. Focus on the exceptions.
Client Selections
Beta
Keep decisions from becoming schedule problems.
Track selections, allowances, approvals, and lead times so unresolved client decisions are easier to see before they affect procurement or schedule.
Turn scattered selections into decisions the project team can actually manage.
The limits

Not every workflow should be automated.

The best candidates happen frequently, follow repeatable steps, use understood rules, and consume skilled time without requiring skilled judgment at every step.
If judgment is what creates the value, keep the judgment.
Automate the predictable parts. Keep people in control.
Where it fits

The extension layer around Construction OS.

Operations Automation handles repeatable operational work around the core Construction OS capabilities.
Document Workbench
Produces what the work requires.
Construction Intelligence
Applies how your company does the work.
Project Intelligence
Surfaces what needs intervention.
In development
Operations Automation
Handles the repeatable work around it.
Operations Automation
Start with the workflow everyone is tired of doing by hand.
You do not need to automate the whole company. Bring us the process that happens every week. The task everyone complains about. The administrative work that consumes skilled time without requiring skilled judgment.
Book a call Explore Construction OS
We’ll look at how the work actually happens, what rules and information it depends on, and whether one of the existing beta workflows fits—or whether the engagement calls for something purpose-built.
Solve one real problem. Prove the value. Expand from there.