Know what the system can see before it can act.
No technical background required. Use it with your leadership or operations team.
Download the PDFInventory sources
- Estimating/bid files
- Drawings and specifications
- RFIs, submittals and correspondence
- Project-management platform
- CRM and business-development data
- Accounting/job-cost data
- Shared drives and document repositories
- Email and calendars
- Field reports, notes and photos
- Customer, owner, subcontractor and vendor data
Construction decision rule
Use the least expensive, least privileged and least complex AI approach that can reliably improve the construction outcome. Increase intelligence, access or autonomy only when measured evidence shows the simpler approach is insufficient.
How to use this download
Work through the questions using one real construction workflow. Do not score the company in the abstract. The purpose is to identify the next practical decision, not to justify AI where it does not belong.
Practical questions construction owners ask.
Which data sources should be inventoried?
Estimating and bid files, drawings and specifications, RFIs, submittals and correspondence, the project-management platform, CRM data, accounting and job-cost data, shared drives, email and calendars, field reports and photos, and customer, owner, subcontractor and vendor data.
Why inventory data before connecting AI?
You need to know what the system can see before it can act.
Should the AI be connected to everything?
No. Use the least privileged approach that can reliably improve the outcome, and increase access only when evidence shows it is needed.
Keep reading
Use AI where it creates value. Govern it everywhere it acts.
Catha helps construction companies identify, build and manage AI workflows while keeping business authority in human hands.