Client context
Summarize preferences, constraints, inspiration, budget posture, and decision history before meetings.
Datum helps design teams apply AI to the coordination work around client context, selections, presentation prep, procurement notes, and follow-up.
Sample output from the scope workflow Datum built inside KBF — a 7-hour task drafted in seconds, ending where it should: a draft with flags for human review. Taught on the real tools: Claude and Claude Code by Anthropic, ChatGPT and Codex by OpenAI.
Pick a project type above — a reviewable draft assembles in seconds.
Illustrative sample, streamed in your browser — not a real client file. Every real run ends the same way: a draft with flags, reviewed by a human before it touches a customer.
Build this for your business →These are not finished automations handed away for free. They are the safest first categories to map, test, and operationalize inside the Foundations of AI cohort or a Discovery Call.
Summarize preferences, constraints, inspiration, budget posture, and decision history before meetings.
Track open decisions, vendor questions, lead-time risk, and client-ready summaries.
Draft product notes, comparison language, and meeting storylines for designer refinement.
Turn meeting notes into next actions, reminders, and recap drafts.
Datum teaches AI as controlled workflow design, not an open-ended assistant wandering through the business.
Client notes, selection schedules, vendor PDFs, presentation decks, inspiration images, and approved brand voice examples.
Do not ask AI to replace taste, approve specifications, or invent product facts not grounded in vendor sources.