u/Realestate_Uno

I need a way that I can push out more quotes once I have all the information.

What are people using to prepare quotes other than a excel file which we currently use

How are you creating the diary notes and how and where do you store them.

This is pain to do and then when you need to go back over 3 months of notes, there shit everywhere.

Got any good ideas.

We are piloting a marketing platform that promotes our business to specific companies and people by reaching the tenants and staff of commercial office towers.

The building managers have provided tenants and staff access to a portal which allows us to subtly promote our business.

We can see who has viewed and opened the adv based on floor level and therefore tenant. In some cases, we can identify the actual person that has opened the ad.

Is anyone else doing or trying to do something similar?

We are piloting a marketing platform that promotes our business to specific companies and people by reaching the tenants and staff of commercial office towers.

The building managers have provided tenants and staff access to a portal which allows us to subtly promote our business.

We can see who has viewed and opened the adv based on floor level and therefore tenant. In some cases, we can identify the actual person that has opened the ad.

Is anyone else doing or trying to do something similar?

So how do you manage manage commercial and contractual matters across a portfolio of construction projects

[supprimé]

the morning workflow where teams have to process incoming carrier PDFs, BOLs, and commercial invoices is a time sucker.

Its manual data entry into excel then an upload in Cargowise.

For those running high volume ops, how are you dealing with this.

Thanks in advance

How do you handle data mapping for regional or smaller ocean carriers that don't support standard EDI/API feeds.

When you get irregular line-item formats or custom commercial invoices do you rely on tech to map the data or do have data entry staff manually fix ?

Just starting working for a shipping company as their CFO so I need to get up to speed quickly on the issues within freight forwarding, logistics etc.

Thanks

the morning workflow where teams have to process incoming carrier PDFs, BOLs, and commercial invoices is a time sucker.

Its manual data entry into excel then an upload in Cargowise.

For those running high volume ops, how are you dealing with this.

Thanks in advance

What are people automating? What type of tasks for what type of roles and who is doing automations within a business either as an employee or as a consultant.

What are your thoughts on this.

There are many businesses that I speak with that limiting their adoption of AI beyond Copilot is privacy of data.

For those building agents or wrkflows and wanting to sell the service to businesses what are you seeing.

$2200 per month for 5 days a week 8 per hour days 100% remote.

I have been using Codex to help us with the whole construction management process from start to end.

It seems to handle reading of drawings much better than Claude Code. I set itup so it splits the drawings file into pages and tehn runs through page by page to extarct info. All of this was done within Codex itself whereas with Claude I use Notebooklm to split files and extractinfo and create .md file for data extraction info.

I have been using Codex to help us with the whole construction management process from start to end.

It seems to handle reading of drawings much better than Claude Code. I set itup so it splits the drawings file into pages and tehn runs through page by page to extarct info. All of this was done within Codex itself whereas with Claude I use Notebooklm to split files and extractinfo and create .md file for data extraction info.

Built a Tender Control Dashboard workbook in Excel.

It includes a dashboard, tender register, stage gate checklist, commercial risk register, procurement tracker, handover/closeout tracker, and dropdown lists for consistent status tracking and more, its been a great way to track tender progress and create other reports from the info captured.

How do you manage this process if you are running 5 or more tenders at a time

Anyone set this up as yet?

Has anyone set this up?

I have seen a Vid on it but not able to setup using a office 365 sub.

What tech stack are you using to build out your AI Agents.

I came across ORGO recently and the setup looks great for building ai agents.

Would love to know the tech stack that others are using for email, brain, llms etc

https://preview.redd.it/wyetynskvfzg1.jpg?width=734&format=pjpg&auto=webp&s=06838061358e1eadf0612ff5e078a405390792e0

What "per-step" actually means in your context

When an agent runs, it doesn't make one API call — it makes many. A CFO agent processing a financial report might do something like:

Run starts
  → Step 1: "retrieve_data"        — 800 tokens    $0.004
  → Step 2: "summarise_report"     — 3,200 tokens  $0.016   ← spike here
  → Step 3: "calculate_ratios"     — 600 tokens    $0.003
  → Step 4: "format_output"        — 400 tokens    $0.002
Run ends                             Total: 5,000   $0.025

Right now your tracker sees only the $0.025. Per-step would show you that Step 2 is where 64% of the cost lives — and if it doubles next week, you know exactly where to look.

The usage_events table has a metadata column (JSONB) that was built exactly for this kind of extension. And the tracking API already accepts a metadata field in the payload.