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AI forward commitments (RFICO detection / invoice-vs-progress / vendor RFP suggestion)

StageBuilding
StatusPartial
Design statusIn review
Estimate4w (L+)
ConfidenceLow
LinearPIN-264 ↗ PIN-162 ↗
Linear statusDone · +1 backlog
DesignDesign ↗
Linear epicCara AI & Automation
ModuleCara ↗

Priority: Medium

Scope

AI detects drawing revisions on active projects, overlays base vs. revised drawings, and maps changed scope to affected vendors — with a PM confirm-and-send gate before any RFP goes out, plus vendor-response tracking on the Change Order. Separately, AI suggests vendors and quote data to estimators during takeoff, in a suggest-then-approve model. (Source: PIN-264, PIN-162.)

Acceptance criteria

  • AI overlays base vs. revised drawings and flags changed scope items with confidence scores
  • PM confirms project + drawing titles before any RFP is drafted — no auto-fire (human-confirm gate)
  • AI drafts RFP scope + vendor list; PM edits and sends
  • Confirmed changes auto-create a Change Order record; vendor quotes feed CO pricing
  • Vendor-response tracking (not sent / sent / pending / responded / declined) on the CO row
  • Estimator gets AI-suggested vendors during takeoff based on trade + scope history
  • Vendor quote PDFs parsed into line items with CSI mapping to pre-fill the estimate
  • Audit log on every AI-driven step

Conor's comments

This is a feature built into Cara, not necessaryily a separate workspace. This also ties into tasks.

Notes

Four "specified-unbuilt" AI capabilities (R-8); depends on Action gate + Takeoff; ex old "AI layer" row; noted from Conor email

Open question for Conor

Foundations first - confirm which R-8 AI commitments are in launch scope