Job notes
Turn field notes and photos into cleaner internal records and customer updates.
Datum helps trade operators use AI for quoting support, job documentation, customer communication, scheduling rhythm, and internal knowledge.
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 field notes and photos into cleaner internal records and customer updates.
Draft scope descriptions, exclusions, and missing questions for review.
Create reminders, follow-ups, and weekly admin summaries.
Convert repeated questions into internal checklists and onboarding material.
Datum teaches AI as controlled workflow design, not an open-ended assistant wandering through the business.
Field notes, photos, prior quotes, service history, customer emails, checklists, and supplier documentation.
Do not let AI replace licensed judgment, safety decisions, code interpretation, or final quote approval.