Construction workflows that run the same way every time

The value it creates

• Time saved

  Hours back from repeat admin

  Chasing, copying and re-keying move to a workflow, so project and accounting staff spend that time on the work itself. We count the manual steps and hours before we build and again after go-live.

• Standardization

  One process across every job

  An approval or onboarding step runs the same way on every project, with the same fields, routing and thresholds. Exceptions are flagged instead of handled differently by each team.

• Early warning

  Alerts before items go stale

  Aging RFIs, missing daily logs and expiring insurance certificates trigger a notice to the owner of the item while there is still time to act, not after the owner or auditor asks.

• Cost saved

  Fewer errors from re-keying

  Data entered once and passed between systems by a workflow removes a common source of rework and mismatched records. We track how many corrections were needed before and after.

• Visibility

  Every run leaves a record

  Each workflow run logs what triggered it, what it did and where it failed, so you can see what is waiting on whom instead of asking around.

• Collective intelligence

  Clean handoffs between teams

  Sales, operations, finance and the field get the same information at the moment it changes hands, such as a won deal becoming a set-up project with the right budget and team.

What we build

• Approval routing

  Change orders, invoices and commitments routed to the right approver by amount, project or cost code, with reminders, escalation and a logged decision.

• Reminders and compliance nudges

  Scheduled checks for missing daily logs, open punch items or overdue timesheets that message the responsible person, not the whole company.

• Aging and expiry alerts

  Watches on RFIs, submittals and certificates of insurance that alert before a due date passes, using event triggers where the system offers them.

• System-to-system handoffs

  A won deal in the CRM creates the project, or a new vendor starts an onboarding and prequalification checklist, without anyone re-typing it.

• Scheduled reports and updates

  Weekly owner updates and recurring report packages assembled from live data and sent on a fixed schedule, with a person approving anything customer-facing.

• Custom n8n nodes and connectors

  Native workflow steps for construction systems instead of fragile hand-built HTTP calls. We publish n8n nodes for Procore, Autodesk and Power BI, have an HCSS node in progress, and build new ones when a system is missing.

How it works

1. 1

   Map the current process

   We walk through the workflow as it actually runs today: who does each step, which systems are touched, and where it stalls. That walkthrough is also the baseline we measure against.

2. 2

   Pick the right platform

   Power Automate if you live in Microsoft 365, n8n when you want self-hosting, custom nodes or more control, Zapier for quick SaaS-to-SaaS links. We use what fits your stack and team, not a favorite.

3. 3

   Build with guardrails

   Triggers, lookups before creates, approval steps for anything customer-facing or financial, and least-privilege credentials. Failures are logged and routed, never dropped silently.

4. 4

   Test on real cases

   We run the workflow against recent real records alongside the manual process, compare the results, and fix the edge cases before switching over.

5. 5

   Hand over and measure

   You get the workflows, documentation and run history in your own tenant or instance, plus a before-and-after comparison on the measures we agreed at the start.

How we measure the value

We agree a baseline before we build and measure the same things after go-live. Use the monthly report cost calculator to put your own numbers on it.

Use cases