Agent 14
Turnover Dossier Builder
Thousands of closeout documents sorted into the client's turnover format, with a gap report on day one.
−60%
document control hours at closeout (target)
Built for
- Document controllers
- QA/QC coordinators
- Turnover coordinators
- Project managers
Live example
adg/turnover-dossier-builder · ready
Scenario · A mechanical contractor is closing out a piping tie-in scope with 212 documents across 4 systems.
01Closeout folder
/Closeout/Unsorted
Document212 files · 1.8 GB
- scan_0093.pdf
- hydro test CW line FINAL (2).pdf
- IMG_2281.jpg
- MTR heat 7731B.pdf
- ITP-signed-maybe.pdf
- … 207 more
02Agent run
- Classifying documents
- Matching tags & systems
- Checking against requirements
- Compiling dossier
03Turnover completion
Output appears here
The problem
Project closeout is where contractors lose weeks and holdback. The client wants a turnover package in its format: ITPs, test records, material certs, redlines, and O&M manuals indexed by system and tag number. This agent reads every document, classifies it, matches it to tags and systems, assembles the dossier, and tells you exactly what's missing while there's still time to get it.
Today
- Document controllers renaming files one at a time
- Missing test records discovered at handover
- Holdback held until the dossier is accepted
With the agent
- Documents classified and tagged as they come in
- Live completion % per system
- Gap report sent to the responsible foreman or sub
- Dossier exported in the client's index structure
How it works
4 steps, with you in control.
- 01
Ingest
Pulls documents from site folders, email, and sub transmittals.
- 02
Classify
Identifies document type, tag number, system, and revision, then renames files to the client's convention.
- 03
Check
Compares against the turnover requirements matrix and flags missing or unsigned records.
- 04
Compile
Builds the indexed dossier (PDF binder or native folders) ready for client review.
Comes in
Agent does
You check
Goes out
Works with
- SharePoint
- Procore
- Aconex (export)
- Adobe PDF
Nothing leaves without a person approving it. Agents draft, check, and flag. Your team makes the call. Data stays in your Microsoft 365 or Google tenant wherever possible.
What it's worth
Run your own numbers.
Slide to match your team. Defaults are typical for a small-to-mid contractor in the region.
Hours back per year
672
Estimated annual value
$37,000
Estimate only, based on 48 working weeks. We confirm real numbers in a free workflow audit.
Want Turnover Dossier Builder running on your jobs?
Book a free 45-minute workflow audit. We'll map where your office and field hours go and show you which agent pays for itself first.