Service guides / AI automation
Systems & file handoffs · AI automationTender document sorting: systems & file handoffs
Plan how information enters and leaves the work. Start with a tender folder and document naming rules and plan a document register grouped by trade and revision.
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The project in view
- Start with
- a tender folder and document naming rules.
- Proposed result
- a document register grouped by trade and revision.
- A decision to resolve
- superseded drawings mixed with current issues.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for a tender folder and document naming rules and the required delivery format for a document register grouped by trade and revision.
- Carry a stable reference through each handoff so a reviewer can trace superseded drawings mixed with current issues.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on superseded drawings mixed with current issues alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.