Tutorials

This series follows an NYC contractor working HPD (a city agency) jobs. You build a workspace that ingests an Invitation to Bid, catches the award, tracks invoices, and assembles a batch transmittal.

Build a template for the Invitation to Bid document, place its key fields, give one extracted field a field-level AI instruction, then point a Gmail automation at it so every incoming ITB lands tagged and extracted without an upload.

Build a confirmation template that asks one question only you can answer and reuses the rest from the case, run it to generate the PDF, then compose a Gmail draft you review and send yourself.

Build an invoice template, let every fill mold a case, then work the volume in the dashboard: plot job sites on the Map, due dates on the Calendar, dollar totals in Analytics, and archive each invoice once it is paid.

A batch transmittal template stitches deliverables across many cases into one packet using source tabs and a Batch field. It computes totals from case data and pulls your company address using field bindings.