Automation Tactics Client Workbench
Inside the workbench

Your engagement starts before the first call.

Every manual step in a GC's submittal process, mapped. The AI opportunities, named. The automated future state, ready to walk through.

Live in the workbench Submittal Review Workflow
  1. Intake
  2. Log Review
  3. AI Triage
  4. Auto-Route

Interactive map · 13 manual steps · 6 automation candidates

What's inside Automate. Optimize. Dominate.
What's inside

See the work before you buy the work.

The workbench is a working preview of an Automation Tactics engagement: a real workflow map, prep shaped around your outcomes, and a straight line to the team behind it.

$405M contract won with an AI-assisted RFP
10,000+ RFP pages made searchable, with citations
15-20 hours a week back from AP processing
0 security incidents across 9 implementations

Results from one engagement. Read the Primus Builders case study.

01

Walk a real workflow map

A GC's submittal process mapped node by node: the manual steps, the Copilot prompts that relieve them, and the automated future state. Drag it, toggle it, copy the prompts.

The Submittal Review Workflow map with AI opportunities highlighted
02

Prep shaped around your outcomes

Pick the results you're after and the checklists and kickoff call shape around them. The dashboard keeps score without chasing you.

The workbench dashboard with the featured example and checklist progress
03

Checklists that draft themselves

One plain-English answer per item. Hit Draft my answer and the workbench writes the first pass from what it already knows. You correct it, it counts.

A readiness checklist with assisted answers
From the case studies

Teams that did this for real.

"AI was instrumental in helping us quickly experiment and rate our responses before final submission."

Rebecca Elliott · Marketing VP, Primus Builders

"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 Hess · CEO, First Children Services

Three details and you're in.

No account, no password. Set up your portal and open the submittal map in under a minute.