We build AI document and proposal workflows that turn notes, questionnaires and project files into structured drafts. Your templates and human review process stay at the centre.
EXAMPLE CAFÉ
We build around what goes into the document, the format you need, and who checks it before it is used or shared.
Prepare draft content from supplied information and place reviewed content into your document format.
Bring scope and deliverables into a consistent proposal, with review and approval before sharing.
Organise project information into working reports, or surface document findings for a person to check.
Review the source material, template, expected output and approval process.
Structure the input and build the generation steps around the document’s purpose.
Keep a clear human check before the document is relied on or shared.
Explore the tasks, source material and outputs behind these workflows.
LINK’s information memorandum generator turns supplied business information into structured document sections. Brokers review and edit the draft before exporting a PDF in the organisation’s template. The workflow combines content preparation, review and document assembly, so the same material does not need to be rebuilt across separate tools. Rebecca’s video explains how it fits the brokers’ work.
See LINK’s workflow and testimonialA proposal workflow can turn discovery notes, agreed deliverables and package options into a consistent draft. The business’s own proposal structure guides the output, and a person checks the scope and wording before sharing it. Package selection, signature and payment steps can be connected where configured. Our illustrative example shows the process with sample information.
Step through proposal generationConstruction drawings and project documents can contain information that is slow to gather manually. Jamie’s internal assistant includes tools for extracting quantities from drawing bills of materials and preparing document-review findings. Coverage depends on the supplied files, and uncertain references remain visible for a person to check against the source. These tools help prepare the review rather than replacing it.
Read about Jamie’s document toolsLINK · Business broking
The information memorandum workflow brings source material, AI-assisted drafting, review and PDF generation into one place.
See how the workflow fits togetherEXAMPLE CAFÉ
Often, yes. We review the template, layout and required output during scoping. The right approach depends on the file format and how much the document varies.
Yes. A proposal workflow can prepare scope, deliverables and package options from agreed inputs, with a person reviewing the draft before it is shared.
Yes. The team should check factual accuracy, calculations, wording and suitability. AI-generated content is a draft, and ambiguous or missing inputs should be resolved rather than guessed.
We check the input sources and destination tools during scoping. The workflow can be designed around supported integrations or a clear upload and export process.
We have built drawing takeoff and document-review tools. Their suitability depends on the drawing format, the information shown and the checks your team needs. We assess sample files before agreeing coverage; quantities and findings still need review.
We’ll help you find a useful place to start, then scope your first automation. Built around your business, inside the tools you use.
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