Example Custom template bot
Small electrical or roofing contractor: permits, inspections, and sub insurance
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What comes in
- Permit & inspection emails
- City portal notices
- Sub insurance certificates
- Site photos & crew notes
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What the bot handles
- Tracks permits & inspections
- Drafts crew checklists
- Watches sub insurance expiry
- Files photos by job
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What you get
- Morning job summary
- Record for each job
- Drafts ready to approve
Nothing goes out until you approve it.
Morning job summary: Sample Roofing & Electric
Sources: permit and inspection emails, city portal notices, sub insurance certificates, site photos, crew notes
- InspectionJob “Sample Ave Re-roof”: final inspection tomorrow 9:00. Crew checklist draft ready.
- InsuranceSub “Example Electric LLC”: insurance certificate expires in 5 days. Renewal request drafted.
- PermitPermit for “42 Placeholder Rd” still “In review”, no update in 7 days. Follow-up drafted.
Nothing has been sent. Drafts are waiting for the owner’s approval.