Real Estate & Construction · persona
General Contractor
Commercial or high-end residential GC, $5-100M annual volume. Bid + project management + sub coordination + closeout. Margin is fragile.
A day in the life
What the next Tuesday looks like
A $30M GC has 8-15 active projects in some phase: pre-construction, mobilization, in-progress, closeout. Each project has 15-30 subs. Each sub has change orders, RFIs, payment apps, schedule constraints, insurance certs, COIs expiring. The PM is in 4 meetings a day and answering 200 emails. The estimator is responding to 8 active bids while doing weekly cost reviews on the in-progress projects.
The AI Operating Layer compresses the document and coordination work. Inbound bid invitations are auto-classified, scored for fit, and queued for the estimator's review. Bid responses get drafted from prior similar projects + the project's specs + the estimator's pricing input. RFIs get parsed, routed to the right sub, and tracked through resolution. Payment apps get reconciled against schedule of values + retention + completion percentage. Insurance certs get monitored for expiration and re-requested before they lapse. Closeout document collection (warranties, O&Ms, as-builts, lien releases) gets chased automatically per sub.
The PM spends time on the project. The estimator spends time on bids. The mechanical document layer disappears.
The general contractor playbook
The automations that matter most
Out of the full Real Estate & Construction catalog, these are the ones a general contractor should run first.
RFI tracker & router
Transaction & project coordination
GC: inbound RFI parsed, routed to the right sub, tracked through resolution with deadline and escalation.
Submittal log automator
Transaction & project coordination
GC: submittal log maintained automatically from email + project document inbox; flags overdue submittals; routes received submittals for review.
Insurance / COI tracker
Property & maintenance operations
Tracks every vendor + sub COI expiration; auto-requests renewals 30/15/7 days out; flags lapsed coverage.
Payment app reconciler
Financial operations
GC: payment app received → reconciled against schedule of values + retention + completion percentage; variances flagged for PM review.
Bid invitation triage
Pipeline, bid, and document automation
GC: inbound bid invitations classified by fit, scored, queued for estimator review with summary of scope + delivery date + competition.
In the wild
How this actually plays out
Closeout document collection is the workflow that turns a 60-day closeout into a 10-day closeout.
The AI workflow: as a project approaches substantial completion, the system generates the closeout package per sub: required warranties, O&M manuals, as-built drawings, attic stock, training documentation, final lien releases, certificates of compliance. Each item is requested from the responsible sub with deadline; overdue items chase themselves; received items are auto-filed into the closeout document index; partial submissions are flagged for follow-up specifics.
The PM walks into the closeout meeting with 90% of the package already assembled. A typical $30M GC running 10-12 projects/year saves 200-400 PM hours/year and accelerates retention release by an average of 15-30 days.
Get the firm-shaped automation map
Tell us your firm size, primary practice (brokerage / GC / PM / developer), and the workflow that costs you the most operations time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.