TradeFlo
Connect the systems
AI reaches your systems only where you allow it.
We build around the systems you already use, such as Procore, Autodesk and Microsoft 365.
Where does information stop moving?
The quote arrives by email, the scope sits in a shared Microsoft 365 folder, and the sheet lives on one laptop.
Nobody is sure who can open which folder, so access goes to whoever asks first.
A tool was added last year and it still does not talk to the others.
Each connection, agreed first
We list every system the AI will touch and what it reads or changes in each. Your systems lead controls access, and we connect nothing until they sign off. Every run is logged in your own systems: what came in, what the system did, and what it passed to a person for approval.
Inbox to AI workflow
It reads quotes and notices in the inboxes you name.
AI workflow to Shared drive
It saves each draft beside its source files.
Draft to A named person
It goes into the project or accounts software only after they approve it.
You receive: An approved access list and a diagram of every connection
The diagram your systems lead signs off
How information will move
Email
The spec and its attachments
Supplier quotes
Each one a separate PDF
Site records
And the valuation (payment application) sheet
AI workflow
Reads each source through the access your systems lead signed off
One record
Drafted once, checked by the person who runs the process
Nothing is connected until the permissions and the data route are signed off.
What we will ask you
A list of the systems involved, and who administers each one
The records the AI should read, and the ones it must leave alone
The person who can grant access in each system
Who decides
Your systems lead signs off the access list and the route each document takes. Nothing is connected before that.
Before you start
Do you offer software integration services?
Yes, as the Connect step. We join the systems you already run so a number is entered once, and your systems lead signs off each connection first.
Do you need administrator passwords?
No. Your administrator grants access to the accounts the workflow uses, and can remove it at any time.
Can the AI change records in Procore or our accounts software?
Only where your systems lead allows it. By default the AI saves a draft, and a named person moves it into the system.
What if a system has no way to connect?
We tell you before quoting. The workflow can still read exports or emailed reports from that system.
Bring your list of systems.
Tell us what your firm runs on. We will show you where a connection is possible and who signs it off.
Choose your region