Many projects.
One place to work.
Your people, projects, and bots. Together on the work that matters.
Own our weekly portfolio review. Reconcile the project updates, flag decisions holding up work, and prepare the meeting pack.
The review pack is ready. Westhaven needs a facade selection, Cedar Yard needs coverage for the next concrete pour, and Oak Street’s revised possession date is reflected in the lookahead. I’ve kept each decision with its supporting records.
Weekly portfolio review
| Project | This week |
|---|---|
| Westhaven | Facade selection |
| Cedar Yard | Coverage needed |
| Oak Street | Lookahead updated |
Every job in one view
Project updates are reconciled each week, so the decision holding up every job is easy to find.
Explore projectsOwner selection needed
Two facade options remain. The owner selection is needed before the supplier can confirm fabrication.
Answers with their sources
Ask about any job. The answer arrives with the pages, updates, and decisions behind it.
Explore contextWhy is the Westhaven facade order on hold?
The supplier can hold the fabrication slot until Friday1. The owner still needs to choose between the two reviewed options2.
Your bots, on a routine
Give a bot a weekly routine and the work comes back ready. When a job needs more than one, your bots team up in a room.
Explore bots- Collected 5 project updates
- Reconciled the decision registers
- Prepared the meeting pack
The call stays yours
Decisions come with the records behind them. Important sends and changes wait for your approval.
Explore agentsChoose between the two reviewed options before confirming the fabrication slot.
Review the proposed superintendent cover with both project leads.
The revised date is recorded. Confirm downstream commitments at the weekly review.
Questions.
What is the workspace?
Your company’s home in Clevis. Every project, your bots, and your team’s conversations in one place.
Can I see what needs attention across all our projects?
Yes. Ask in the workspace and get one answer across every project you can access, with the records behind it.
Who can see my bots?
Only you. 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 anything get sent without our approval?
Important sends and changes follow your approval settings, so your team decides what goes out.