Start with a defined trigger
A customer submits a material request for a defined project or delivery.
Project inquiry-to-material brief
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Confirm units, grade, dimensions and delivery restrictions. AI must not assert code suitability or technical equivalence without qualified review.
A customer submits a material request for a defined project or delivery.
Gather the permitted request, product references, relevant specifications and site-delivery requirements.
Extract quantities and candidate items, identify ambiguous units and prepare focused clarification questions.
A product specialist confirms specification fit and sales approves pricing and delivery language.
Save the reviewed brief with the quote and retain the customer's confirmations for fulfillment.
Measure wrong-item quotes, quantity corrections, delivery clarification and time spent preparing a complete request.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.