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Building Blocks

Tools, processes, and implementation patterns for process automation. Pick a block, follow the steps, and wire it into your workflow.

Process

Create Project: One Stable Anchor Across Your Tools

Creating a project still means jumping between tools: a name here, the ERP there, then setup and delivery elsewhere. Automations help inside one stack, but the project itself rarely becomes a shared, lasting record.

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Tool

CRM Light: A Lightweight CRM Built for Relationships

Most CRMs are heavy and force you to change how you work. Their data structure is rigid, and realistically you only use a fraction of their capability, but you pay for all of it.

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Tool

IFC Viewer: 2D Floorplan, 3D, and Data in One Process Step

Full IFC and BIM viewers are built for specialists who use every function, every day. Most people only touch a model for one step of one process, infrequently, and forget the tool by the time they need it again.

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Tool

PDF Viewer: Auto-Extract Room Data from 2D Floorplans

Most PDF viewers either focus on just looking at plans or on drawing on top of them. Our viewer is built to automatically extract information from 2D floorplan PDFs, and to keep working with it afterward.

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Implementation

Open schema instead of a black-box database

Most tools hide their data model behind a login. You only see UI fields and vendor exports, so you cannot inspect, improve, or exit cleanly.

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Tool

Task / Todo: Agent Pre-Evaluates, You Approve

Most task tools are built to track status. Checking whether the work actually fulfills the criteria is still your job, so "done" often means "someone moved a card."

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Contact

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