Archive recordings, create meeting notes, send transcripts. Every one is ready to run, and you can adjust it in plain language.
Assemble project document pages into one PDF in the requested order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Combine project documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Turn photos of field paperwork into text for project approvals.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Join project report PDFs into one file for team review.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Capture jobsite meeting decisions and follow-ups in one note.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Combine bid proposals and supporting PDFs into one packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Merge linked plan sections into one packet for project review.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Transcribe posted site notices onto work orders for office review.
Get the wording from posted notice photos on your work order cards, with unclear passages marked for office review.