AI File Analysis: Smarter Workflow Automation

Build Concierge workflows can now analyse files, not just text.

That means documents, forms, PDFs, invoices, certificates, worksheets and customer photos can all be reviewed automatically as part of a workflow.

Instead of someone opening an attachment, reading through it and deciding what happens next, Build Concierge can now do that work for you.

A customer, engineer or contractor sends a file into your business. That could be a completed form, a PDF report, an invoice, a certificate, a worksheet, a photo from site, or supporting documents for a job.

Build Concierge analyses the file, understands what's inside it, pulls out the important information, and passes that into the next step of the workflow automation.

Many service teams still rely on people manually checking attachments before work can move forward.

That creates delays, missed details and extra admin. With AI File Analysis, workflows can remove that manual review step, so jobs, updates and decisions move forward faster.

For example, you could use it to:

• Extract information from an attached PDF
• Check a certificate before updating a job
• Review an invoice before taking the next action
• Analyse a customer-submitted photo
• Pull key details from a form or worksheet
• Use document information to decide what happens next

This makes your existing workflows more powerful, because they can now work with the files your team already receives every day.

This is another example of how Build Concierge helps service businesses automate real operational work, not just simple reminders or task lists.

If your team spends time opening emails, reading attachments, checking documents or reviewing photos, Build Concierge can help automate more of that process. The result is less admin, faster turnaround and fewer manual checks slowing your team down.

• Less admin - Less time spent reviewing attachments and chasing details.
• Faster turnaround - Forms, reports and documents get processed without waiting on a person.
• Fewer missed details - Key information gets pulled out consistently, every time.
• Smarter workflows - Your workflows can now act on documents and images, not just text.