Primus Builders won a $405M NYC contract with a Copilot RFP agent.Read the case study →
Software-Assisted AI Enablement
The framework for adopting AI.
We map how your business actually runs, show where the hours go, and turn on AI inside the tools you already own: Microsoft 365, Copilot, Procore, your ERP. The mapped workflows become the operating system for your business.
Engagements are scoped around business outcomes you pick, and the workbench tracks progress toward them. The most common picks:
Win more of the complex work you bid
Primus Builders bid Hunt's Point with a Copilot RFP agent and won the $405M contract.
Get hours back every week from the back office
AP invoice processing returned 15-20 hours per week.
Answer any project question in seconds
10,000+ pages of RFP documents, searchable, with the page each answer came from.
See project status without chasing it
The workbench dashboard tracks every step from first visit to kickoff.
02The Product
Get started with the workbench app today.
A GC's submittal process mapped step by step, with the manual work, the Copilot prompts that relieve it, and the automated future state. Drag it, toggle it, copy the prompts.
workbench / workflow
Choose the outcomes that matter, from faster bids to fewer AP hours, and the workbench shapes the engagement around them. Your dashboard tracks every step from first visit to kickoff.
workbench / dashboard
Assisted checklists cover your data, your people, and your policies, with guidance built into every item. Anything you cannot answer goes straight to the help desk.
workbench / checklists
Book time on the calendar or open a help desk thread from any page. Either way you reach the team directly.
A wave of AI vendors offers to ingest everything your company knows and sell your own data estate back to you as a subscription. We build the estate inside your tenant: documented workflows, searchable project records, and the agents that run on them, under your control.
01Searchable Knowledge
10,000+ pages of RFP documents became instant answers with page-level citations. How it works →
02Automations
Recurring work runs itself inside Microsoft 365, Procore, and the ERP.
03Governance
Usage policy, steering committee, and AI champions shut down Shadow AI.
04Measurable ROI
Hours returned per week, tracked per workflow and reported monthly.
First Children Services rolled out Copilot governance first.
3
Governance pillars in place
Published AI policyInternal AI championsPhased Copilot rollout
"Automation Tactics helped us cut through the noise and build a realistic AI strategy that actually fits our organization. They guided us in standing up internal AI champions, developing an AI governance policy, and rolling out Microsoft Copilot strategically. We now have a clear timeline, budget, and success metrics for our long-term rollout."
Matt has spent 15+ years automating operations for construction, utilities, and energy companies. He runs every engagement himself from Conshohocken, PA, capped at 5-6 clients a year, and every one starts the same way: document first.
06FAQ
Common questions.
What is the workbench?
The workbench is a free client portal from Automation Tactics: software-assisted AI enablement that documents and maps your workflows, scores readiness, and shows how AI runs on the technology you already own. It builds toward an operating system for your business.
Do we need to buy new software?
No. The workbench enables AI on the stack you already own, including Microsoft 365, Copilot, Procore, and your ERP. Nothing new gets licensed or migrated.
What does it cost to start?
Nothing. The workbench is free to enter with three details: your name, company, and work email. There is no account to create.
What happens after the workflows are documented?
You leave with a workflow map, marked AI opportunities, and a readiness read, then a kickoff call sets scope. From there we document your workflows in 2-3 weeks, train the team in 3-4 weeks, and ship automations on your existing stack in 6-8 weeks.
The Newsletter
One field-tested automation tactic a week, from live client work.
Walk the mapped workflow, pick your outcomes, and see what an operating system for your business looks like. Entry takes three details and about a minute.
