Example automations · as-is

Engineering Firms

The RFI that sat three days because it landed in the wrong inbox. The submittal log that's a week behind because updating it is nobody's favorite job. The drawing set you FTP'd to the contractor by hand, again. On a project schedule, every one of those delays cascades — and the coordination work isn't the engineering you got into this to do.

Describe the work in plain English"log every incoming RFI and submittal, warn me when a response is due, and sync the latest drawing set to the contractor's server nightly" — and InTouch AI builds the workflow, runs it on schedule, and tells you what's outstanding. No scripts. No per-transfer bill. And your project files and IP stay on-prem.

InTouch AI lives on your own computer, not someone else's cloud. Drawings, calculations, proprietary designs, client project files — none of it leaves your office. The logins for every contractor site and client portal never leave your office, and neither do your files. Your work stays on a computer you own.

Everything below is a real, ready-to-run automation you install with a click and point at your own projects — your folders, your delivery targets, your response-time rules. You adjust it and check it first. And nothing gets approved or stamped by a machine: every engineering decision is a licensed engineer's.

What the old way costs you

RFIs and submittals track themselves — badly

The log is a spreadsheet someone updates when they remember. A response due date slips, the contractor stops work waiting, and the schedule takes the hit. The tracking is critical and nobody wants to own it — exactly the job to automate.

Project documents are scattered

Latest drawings on the server, markups in email, specs in a shared drive, the contractor's copy on their FTP. Keeping everyone on the current revision is manual, error-prone, and occasionally expensive when someone builds off an old set.

Large-file transfers are done by hand

Drawing sets and models are big, and getting them to contractors, clients, and reviewers means someone manually pushing files over FTP/SFTP, one target at a time. It works until it's forgotten or done to the wrong folder.

Compliance and report assembly grind

Progress reports, compliance packages, closeout documents — assembled by pulling from a dozen places into a template. Recurring, formulaic, and always due when you're busiest with actual engineering.

Example AI skills

Describe the question, get a structured answer. Paste the input, read the result. Point it at your AI provider — or a local model, so nothing leaves the office at all.

Spec & Submittal Summarizer

Paste a spec section or a submittal package and InTouch AI returns a structured summary: what's specified, what's proposed, and any obvious discrepancies to check. A first-pass review aid that speeds the engineer's read — not an approval or a substitute for it.

RFI Response Drafter

Give InTouch AI the RFI and the relevant reference and InTouch AI drafts a clear, professional response for the engineer to review, correct, and issue. InTouch AI handles the wording; the technical answer and the sign-off stay with a licensed engineer.

Example automation workflows

Scheduled or trigger-driven. Each reads a source you already have — an email label, a project folder, a log Sheet — does the work, and moves files or alerts the right person. It runs whether the project is quiet or crunching.

Submittal & RFI Tracker

Polls email for incoming RFIs and submittals, logs them to a project Sheet with received and due dates, and alerts the responsible engineer as a response deadline approaches. The log stays current on its own, and nothing sits forgotten in an inbox.

Project Document Sync

Watches the project folder for a new drawing revision and pushes it over FTP/SFTP to the contractor or client target on a schedule — every night, or the moment a set drops. Everyone's working from the current revision without anyone remembering to send it.

Deliverable & Report Pack

Assembles the progress report, compliance package, or closeout set — pulling the current documents into your template and dropping the package into a dated folder for review. The formulaic assembly, done before the deadline is on top of you.

Milestone Deadline Watcher

Reads a project Milestones Sheet (submittal dates, review windows, permit deadlines) and alerts the team at your chosen windows. The schedule's key dates get a watchdog instead of a hope that someone's tracking them.

How it works

1. Install

Grab the free Personal edition of InTouch AI and run it on the firm's server. Browse the InTouch Hub, pick the skills and workflows you want, click Install. No scripts to write, no IT contractor.

2. Adapt

Each workflow ships with placeholders — project folders, transfer targets and credentials, log Sheets, response-time rules. Read the README, fill them in, point it at your project structure. Verify a run does exactly what you expect before you schedule it.

3. Schedule

Attach a schedule — or a folder trigger that fires the moment a new revision lands — and walk away. InTouch AI runs it, moves the files or alerts the team, and logs every run: a record of exactly which revision went where and when. When a target is unreachable, InTouch AI reads the failure, retries, and tells you why. As a workflow earns trust, dial it toward fully deterministic: same result every time, zero per-run AI cost, fully audited.

What you don't get

Straight talk. No surprises after you install:

  • No engineering judgment, approvals, or stamping. InTouch AI tracks, moves, and drafts. InTouch AI does not approve submittals, seal drawings, or make an engineering decision. Every one of those stays with a licensed engineer — full stop.
  • Not a CAD or PM replacement. InTouch AI works alongside your CAD, BIM, and project-management tools — automating the tracking, transfer, and assembly around them, not replacing the systems of record.
  • No unsupervised issuance. Drafted RFI responses and assembled deliverables are queued for review. Nothing goes to a contractor or client without an engineer pressing send.
  • Transfers do what you configure — verify it. A file-sync workflow moves exactly what its rules say. Test it against the right targets and folders before you trust it with a live drawing set; a misrouted revision is a real cost.

Stop configuring. Start describing.

Personal edition is free. Install it on the firm's computer, point it at your projects, and let it track the RFIs and submittals, sync the drawing sets, and assemble the reports. And because it all runs on your own computer, your drawings, calculations, and designs never leave the office — they stay yours.

Download InTouch AI Browse the Hub