Fill in the project details from what you already have
Category: Project Setup
Drop in a brief, contract, drawings or programme and it fills in the name, address, dates, value, phase and the key parties.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| What can you tell us about the project? | Text Area | No | Paste anything you have — an award email, a tender summary, a brief, or just type what you know. ... |
| Brief, PCI or tender documents | Document Picker | No | The richest source of project context. Pre-Construction Information, employer's requirements, ten... |
| Contract & commercial | Document Picker | No | Contract, order or appointment documents — the best source for value, dates and contracting parti... |
| Drawings & site plans | Document Picker | No | Site plans, location plans and general arrangement drawings — useful for confirming the address a... |
| Programme & schedule | Document Picker | No | Programme, schedule or milestone documents — the best source for start and completion dates. Docu... |
| Specifications | Document Picker | No | Specifications or scope documents that describe what is being built. Document assessments are cha... |
| Add new files | Document Picker | No | Nothing in your library yet? Drag and drop files here — they are added to the project document li... |
| Project directory / contact list | File Upload | No | Upload your project directory, contact list or organogram and we will set up the companies and pe... |
| Send project invitations | Boolean | No | When enabled, people found in the project directory you upload above are invited to the project i... |
| Overwrite details already filled in | Boolean | No | By default we only fill in blanks, so nothing you have already entered is lost. Enable this to le... |
Outputs
Summary
Type: Text/Markdown
Setup Summary
Summary Text
Type: Text/Markdown
What We Set Up
Outputs
Type: Array
Outputs
Completion Time
Type: Text/Markdown
Completion Time
Extracted Details
Type: Object
Extracted Project Details
Fields Updated
Type: Array
Fields Updated
Fields Skipped
Type: Array
Fields Skipped
Still Missing
Type: Array
Still Missing
Documents Analysed
Type: Text/Markdown
Documents Analysed
Example Use Cases
Set up from an award email
A brand new, empty project set up from a pasted award email — no documents needed.
Configuration:
- Text Content:
We've been awarded Riverside Apartments Phase 2 at 45 Riverside Drive, Bristol BS1 4TR. Contract value £4.2m, JCT Design and Build. Start September 2026, complete March 2028. Client is Riverside Developments Ltd. - Overwrite Existing:
False
Set up from a PCI and contract
Populate project details from documents already in the library, and create the project team from an uploaded directory.
Configuration:
- Brief Documents:
['507f1f77bcf86cd799439021'] - Contract Documents:
['507f1f77bcf86cd799439022'] - Invite Users:
False - Overwrite Existing:
False
Tags: onboarding · project-setup · getting-started · extraction · automation
Last updated: 2026-08-31