Project documents assistant with sources

An engineer searches hundreds of PDFs in SharePoint and Autodesk Construction Cloud for the insulation class in the specification or the deadline in the contract. The assistant answers from the project documents, including drawing PDFs marked up in Bluebeam, with a link to the document and page, while a person makes the decision.

Built for ISO 27001NIS2 DORA

Project documents assistant with sources
  • Copilot agent for project files
  • Access rights model

An answer from the project file with a page reference, not from memory

  • Document and page with every answer, checked in seconds
  • Project file the SharePoint and Autodesk Construction Cloud file
  • Permissions inherited from SharePoint, everyone sees their own
  • M365 runs in your Microsoft 365 tenant

Within a year, a construction project file grows to hundreds of documents: the technical design with specifications on SharePoint, drawing PDFs with Bluebeam markups and design narratives in Autodesk Construction Cloud, building regulations, the construction contract with its appendices and amendments, client comments, meeting minutes, and the schedule in Microsoft Project. When a question comes up on site, such as what concrete class is specified for the slab, whether the contract allows changing the manufacturer, or how long there is to fix defects, the engineer either searches PDFs in two systems or calls the project manager, who answers from memory. Both are slow, and an answer from memory does not always reflect the latest amendment.

The assistant works on the project's SharePoint site and in Teams. The engineer asks a question in their own words, and the assistant finds the answer in the technical specification, a design narrative, a drawing PDF marked up in Bluebeam, a regulation or the contract, and gives it with a link to the specific document and page. The assistant reaches documents in Autodesk Construction Cloud through its API or a synchronised copy on SharePoint, depending on your plan, and for deadline questions it can take the milestone date from a Microsoft Project export. If the documents contain several versions or an amendment, the assistant names both and marks which is newer. The assistant does not make decisions or interpret regulations on a person's behalf: it shows what is written and where. We implement a Copilot agent in your Microsoft 365 tenant with Copilot Studio: access rights are inherited from SharePoint, so everyone sees only the documents of projects they have access to, and conversations and documents do not leave the tenant. A new document uploaded to the project folder becomes available to the assistant without any extra steps.

How it works

Four steps from input to a record in your system, with human approval wherever there is risk.

A question from site or the office

An engineer, foreman or project manager asks a question in Teams or on the project SharePoint site: about a material, a structure, a deadline, a contract condition. The assistant determines which project file to search and works only with that project's documents in SharePoint and Autodesk Construction Cloud.

What you get

Copilot agent for project files
Copilot agent for project files

A Copilot Studio agent in your Microsoft 365 tenant, available in Teams and on the project SharePoint site, answering only from project documents in SharePoint and Autodesk Construction Cloud.

Project file structure in SharePoint
Project file structure in SharePoint

An agreed folder and metadata structure in SharePoint and a connection to Autodesk Construction Cloud through the API or synchronisation, so the assistant can tell projects, versions and amendments apart.

Access rights model
Access rights model

Permissions are inherited from SharePoint and Entra ID groups. Subcontractors or the client, if you give them access, see only the part meant for them, as in an Autodesk Construction Cloud project.

Training and an unanswered-questions report
Training and an unanswered-questions report

Training for engineers on how to phrase questions and check the source in SharePoint or Bluebeam PDFs, and a monthly report on what the file is missing.

What we build it with

Copilot Studio agent in SharePoint project files + Autodesk Construction Cloud documents through the API or synchronisation + Microsoft Project milestone dates. We choose the integration method after checking your versions. Read more about this service and its limits on the service page.

Frequently asked questions

Does the assistant interpret building regulations in place of the engineer?

No. The assistant finds where a regulation or specification discusses the question and gives a quote with the page. Whether the requirement applies to a specific situation and how to meet it is decided by the engineer. That is exactly why every answer has a source and not just text.

Does it work with Autodesk Construction Cloud and Bluebeam?

Yes, with conditions. The assistant reaches documents in Autodesk Construction Cloud through its API or through a synchronised copy on SharePoint, depending on your plan, and drawing PDFs marked up in Bluebeam are read as text and comments. We choose the integration method after a check at the start of implementation. The assistant does not analyse drawing geometry from Revit, DWG or IFC models; for that we offer GPU cloud servers for design software.

Our project files are a mess. Will this work?

It will, but the result depends on the file. At the start of implementation we tidy the structure of at least one project in SharePoint together with you and remove outdated versions, and after that the assistant itself shows where documents are missing or duplicated. This often becomes a reason to tidy other projects too.

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Expertise confirmed by certifications

This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.

All certifications
  • AISP badge
    AISP PECB

    Artificial Intelligence Security Professional

    AI systems are deployed with protection against data leakage and model abuse.

  • AAISM badge
    AAISM ISACA

    ISACA Advanced in AI Security Management

    The AI security programme and its controls are managed following the ISACA methodology.

  • AAIR badge
    AAIR ISACA

    ISACA Advanced in AI Risk

    AI risks are identified and managed like any other IT risk.

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