Client intake
Turn messy call notes, photos, and wish lists into a cleaner project brief for human review.
Datum helps remodelers use AI for the repeatable office work: sales, preconstruction, project communication, and leadership visibility.
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.
Turn messy call notes, photos, and wish lists into a cleaner project brief for human review.
Draft scope language, exclusions, assumptions, and missing questions from approved examples.
Create weekly update drafts from notes, open decisions, and schedule context.
Spot scope drift, repeated delays, and admin drag hiding inside the process.
Datum teaches AI as controlled workflow design, not an open-ended assistant wandering through the business.
Client notes, site photos, prior scopes, selections, schedules, CRM exports, and approved company templates.
Do not let AI price jobs, approve change orders, or send client-facing commitments without qualified review.