Mock workflow demo for KS Group

Summit Tower workflow tools

One simple example of DAAT sitting on top of the tools a development team already uses, then turning scattered project context into follow ups, tasks, reports, and risk flags.

Summit Tower

What needs action?

Permit + lender draw

Live demo Ask connected to Dave workspace context.

Architect revisions are waiting on A-302 and A-410. Engineering can review by Thursday, but needs the latest architectural set first. Next action: send one combined follow up today.
Most important thing

Friday resubmission is at risk unless architect and engineer timing gets confirmed.

DAAT turns the scattered email thread, lender checklist, and meeting notes into one clean operating view.

Late riskEngineer response

Needs latest architectural set before confirming comments.

Waiting onArchitect

A-302 and A-410 revisions before resubmission.

BlockedLender draw

Missing budget backup, lien waivers, and revised schedule.

OwnerMatthew

Send combined follow up and confirm internal backup owner.

Source context

What DAAT reads.

Existing tools
Architect email

City comments came back. Sheets A-302 and A-410 need revisions before resubmission.

Engineer message

We can review by Thursday, but need the latest architectural set first.

Lender checklist

Missing updated budget backup, lien waivers, and revised schedule.

Meeting notes

Target resubmission Friday. Matthew to follow up with architect and engineer.

Prepared work

Follow ups, tasks, and report.

Prepared for review
Architect

Revise A-302 and A-410 by Friday.

Waiting
Engineer

Confirm structural response by Thursday.

At risk
Internal team

Upload budget backup and collect lien waivers.

Missing
DAAT

Draft combined follow up and weekly update.

Ready
Draft follow up

Hi team, checking in on the permit resubmission items for Summit Tower. We are targeting Friday for the revised package. Please confirm timing on A-302, A-410, and the structural comments by Thursday.

Draft ready for review.
Time savers

Small work DAAT removes.

Built around current software
Manual data entryChecklist to tracker

Turn lender checklist emails into rows for the existing spreadsheet or project tool.

Document routingFiles to folders

Classify plans, waivers, permits, and consultant PDFs by project and workflow.

Status chasingStale commitments

Flag overdue consultant items and draft the next follow up before the deadline slips.

Meeting cleanupNotes to tasks

Convert meeting notes into owners, due dates, decision logs, and recap drafts.

EmailDriveExcelPDFsProject foldersProcoreMondayAsanaQuickBooks
Suggested pilot

Start with one active project.

Low disruption
Pilot

Consultant Follow Up + Weekly Update Agent

Track commitments, surface overdue items, draft follow ups, and generate the weekly project update for one active development project.

Inputs

Emails, meeting notes, consultant updates, lender checklists, project docs, permitting notes.

Outputs

Open item tracker, follow up drafts, weekly update, risk flags, owner list, decision log.

Why it works

It reinforces the existing workflow instead of replacing it.

Start with one project. Prove DAAT captures the real project state better than the current manual process. Then expand.