A teammate for
your kind of work.
Give a bot a responsibility. It carries the work forward and brings back what needs your call.
RileyHome
Four warranties are still missing from the Harbor Point turnover register. Should I draft requests to the trades?
Draft them for my review.
Done. Four requests are waiting in your approvals, each with the warranty it covers.
Turnover_Register.xlsxMake it yours
Pick a name, a shape, and a role. Instructions and skills teach it how your team works, and they can be revised right in chat.
Explore workspaceShape
Color
Name
Riley
Instructions
Own closeout from the turnover register to the handover package. Organize trade documents, reconcile missing items, and bring the decisions to me.
Turnover register format
Warranty request email
Closeout specification checklist
Give it something to own
Closeout, procurement, payment review. Each bot carries one responsibility across the projects you choose.
Explore projectsHarbor Point turnover register
Long-lead release plan
Monthly payment review
On a routine, or on its own
Routines run on your schedule. When something slips, your bot asks once in its Home chat and keeps the follow-up moving.
Explore SentinelThe curtain wall supplier hasn’t confirmed the delivery date, and fabrication starts in nine days. Want me to keep chasing it?
Better together
Bring several of your bots into one private room. They work the same job, and each keeps its own role.
Explore agentsOwn the handover review together. What is missing, who owes it, and what needs our decision?
The equipment manuals are organized. The mechanical warranty is still missing from the handover pack.
The supplier’s warranty depends on the startup records. I’ve added that to the outstanding items.
Questions.
What is a bot?
An AI teammate with a name, a role, and a responsibility you give it, like procurement or closeout. It works across the projects you choose.
Can I teach a bot how our team works?
Yes. Explain your steps in chat and save them as instructions or a skill. Update them whenever your process changes.
Can one bot work on several projects?
Yes. Choose the projects it can use. Each project’s conversations stay separate.
Can my team use my bots?
Bots are private to the person who creates them. When a job needs more than one, bring several of your bots into a room.
Does a bot need my approval to send things?
Important actions, like sending messages or changing project records, follow each bot’s approval settings.