Architects & designers — Automation for architects
Project inquiries need the same questions asked, meeting minutes take an evening, and RFIs and submittals get buried in email. These are the parts software can take over, with the architect and principals still deciding the design, the fee and every response on the drawings. 34 automations fit, each with an example and workflow written for architects & designers.
What architects & designers automate
Showing 34 use cases for architects & designers
- Calls & leadsPlanned for a clientMissed-call text-backWhen the studio can't pick up, the caller gets a text asking about the project and the address.Architects & designersHow it works
- Calls & leadsBuilt for a clientInstant lead responseNew project inquiries get a quick reply asking about site, scope, budget and timeline, with a link to book a call.Architects & designersHow it works
- Calls & leadsBuilt for a clientLead qualification & routingAsks prospects about project type, site, budget and schedule, checks fit, and routes each one to the right studio lead.Architects & designersHow it works
- Calls & leadsLead nurture sequencesHomeowners planning a project for next year get short notes on how design works, until they're ready to start.Architects & designersHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers questions about services, phases and the towns you work in, and books a first consultation.Architects & designersHow it works
- Calls & leadsPlanned for a clientQuote follow-upFollows up on sent fee proposals on a schedule and tells the principal when the client opens, replies or signs.Architects & designersHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderDrafts a fee proposal by phase from the project type, size and your past projects, for a principal to set the fee.Architects & designersHow it works
- SchedulingBuilt for a clientOnline self-bookingProspects book a first consultation or site visit from the studio's calendar, with travel time handled.Architects & designersHow it works
- SchedulingAppointment remindersClients get reminders before design reviews and site visits, with what to look at and how to get in.Architects & designersHow it works
- Intake & documentsBuilt for a clientDigital intake formsNew clients fill in a project questionnaire: rooms, wish list, how they live, budget range and timeline.Architects & designersHow it works
- Intake & documentsClient onboardingRuns the steps after a client signs: retainer invoice, project setup by phase, info requests and kickoff.Architects & designersHow it works
- Intake & documentsDocument collectionAsks the owner for the survey, geotech report, existing drawings and title info, and tracks what's still missing.Architects & designersHow it works
- Intake & documentsBuilt for a clientDocument data extractionContractor bids are read into one side-by-side table by line item, for the architect and owner to compare.Architects & designersHow it works
- Intake & documentsBuilt for a clientDocument generationFills templates for transmittals, owner and consultant agreements, and phase sign-offs from your project records.Architects & designersHow it works
- Intake & documentsDocument classificationWorks out what each incoming drawing, report and permit comment is, files it by project and discipline, and routes it.Architects & designersHow it works
- Intake & documentsVisit reports from field notesTurns site observation notes and photos into a field report filed to the project, sent after the architect reviews.Architects & designersHow it works
- Customer communicationCustomer status updatesTells clients when the project moves from schematic design to DD, CDs, permit and bidding, with what comes next.Architects & designersHow it works
- Customer communicationInbox triageSpots RFIs, submittals and owner requests in project email, logs them to the right project and routes them.Architects & designersHow it works
- Customer communicationAI reply draftingDrafts RFI responses and client replies from your drawings, specs and past answers, for the architect to decide.Architects & designersHow it works
- Customer communicationReview requestsClients are asked for a Houzz or Google review after move-in, and new reviews are flagged for a reply.Architects & designersHow it works
- Customer communicationMeeting notes & follow-upsTurns OAC and design meetings into minutes, action items and a draft email for the PM to review and send.Architects & designersHow it works
- Billing & paymentsBuilt for a clientInvoicing automationDrafts monthly invoices from percent complete by phase, hourly work and reimbursables, for the principal to approve.Architects & designersHow it works
- Billing & paymentsPayment remindersReminds clients before and after invoices are due, with a payment link, and stops when they pay.Architects & designersHow it works
- Billing & paymentsSupplier invoice processingStructural, MEP and civil consultant invoices are matched to their contracts and phases, then drafted as bills.Architects & designersHow it works
- Billing & paymentsExpense receipt routingReads receipts for printing, travel and samples, and codes them to the right project as reimbursable or not.Architects & designersHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA live board of every project by phase, from schematic design to permit and construction, with a view for each role.Architects & designersHow it works
- Inventory & operationsBuilt for a clientApproval workflowsRoutes additional services requests, fee changes and consultant contracts to a principal and records each decision.Architects & designersHow it works
- Inventory & operationsCompliance trackingTracks state architect licenses, AIA and HSW learning hours, and liability insurance, with reminders before lapses.Architects & designersHow it works
- Team & HREmployee onboardingNew designers get Revit, office standards, file access and an AXP plan set up, with a mentor for the first weeks.Architects & designersHow it works
- Team & HRTimesheets & payroll prepCollects hours by project and phase, flags time on closed phases or missing days, and gets PM approval.Architects & designersHow it works
- Team & HRStaff schedulingDrafts next week's staffing across projects from deadlines, phase hours and time off, for a principal to approve.Architects & designersHow it works
- Data & reportingBuilt for a clientSystem syncKeeps projects, phases, time and invoices matched between your project tool, accounting and file storage.Architects & designersHow it works
- Data & reportingAutomated reportingSends principals a weekly report on phase budgets, hours spent, billing and backlog, with a short summary.Architects & designersHow it works
- Data & reportingData cleanup and alertsFinds projects missing phases or fees, time on closed phases and duplicate client records, and alerts the owner.Architects & designersHow it works
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