Introducing SiteBook’s built-in AI Assistant!
We’re excited to introduce the SiteBook AI Assistant, giving you a new way to access, understand and work with your live SiteBook project data using ChatGPT.
SiteBook’s AI Assistant connects ChatGPT with SiteBook’s API, providing read-only access to your SiteBook data.
This allows your selected ChatGPT model to retrieve relevant project information across safety, quality, scheduling and financials, then use that information as a point of reference when answering questions, preparing summaries or helping with everyday project administration.
Instead of manually searching through projects and compiling information, you can simply ask for what you need.
Safety & Compliance
Quickly retrieve important safety and compliance information across your projects:
- Find incidents, associated actions and open corrective items requiring follow-up
- Review worker cards, training records and upcoming expiry dates to help schedule training
- Produce contractor compliance summaries for a selected project
- Summarise open safety and compliance items requiring attention
Reporting, Summaries & Comparisons
Turn your live project data into useful summaries without manually compiling reports:
- Summarise the current status of a site or project, from a single-line update through to a dashboard-style overview
- Compare budgets, purchase orders and billed amounts
- Produce lists of overdue actions, permits, packages or bills
- Calculate useful project counts and KPIs, including incidents, open actions, inductions and compliance flags
Procurement & Invoice Support
The AI Assistant can also help you navigate SiteBook’s procurement and invoice information:
- List purchase orders, their signatories and payment statuses
- Search bills and inbound invoices
- Find invoice decline reasons and review notes
- Compare purchase orders against billed amounts and project budget lines
Practical Assistance & Content Generation
Because the SiteBook AI Assistant combines your project information with ChatGPT’s existing capabilities, it can also help turn that information into practical, ready-to-use content.
- Draft or improve emails, SMS messages and meeting agendas
- Prepare safety notices and improve SWMS or checklist wording
- Create step-by-step checklists and sign-off templates
- Prepare upload-ready text using information retrieved from SiteBook
- Explain SiteBook processes, such as handling a declined bill or closing out an action
Your SiteBook Data, Now Easier to Work With
The SiteBook AI Assistant provides a simple way to get more value from the information your team is already capturing.
This means you can move from finding information to acting on it within the same conversation.
Ask a question, retrieve the relevant live SiteBook data, and use ChatGPT to help summarise, compare, report or turn that information into your next action.
SiteBook’s AI Assistant is now available for users as part of an opt-in beta program. If you’d like access to the AI-Assistant, please contact our support team.
