Getting extra work approved with AI
Additional work from an engineer goes past the planner first and then to the customer as a confirmation.
Approve additional work is ready-made automation in Altramano for operations and planning: additional work from an engineer goes past the planner first and then to the customer as a confirmation.
What it does
What you need
How does getting extra work approved work with AI?
Engineers report additional work through the form (work order, what, estimated hours and cost). The planner approves; after that a short confirmation goes to the customer.
Read what an AI agent does for your teamWho it's for
How to install it
- Choose the template in your environment under Templates.
- Point at the integrations it needs and fill in at most three settings.
- Test with an example, read the run back and say yes before it goes live.
The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.
Frequently asked questions
What do I need for Approve additional work?
Microsoft Outlook and a Altramano environment.
Which department is Approve additional work for?
Operations and planning, in industries such as installation companies, construction and contractors and manufacturing.
Does anything go out without me seeing it?
Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.
What if something goes wrong?
The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.
More for operations and planning
| Sjabloon | Soort | What it does |
|---|---|---|
| Handover checklist → PDF | automation | At handover the engineer fills in a checklist; a PDF appears for the customer and the dossier. |
| Planning questions | AI agent | An assistant that answers questions about the planning from the Work orders table. |
| Recurring maintenance and the annual call | automation | Maintenance contracts in a table; a call to the customer six weeks beforehand, for approval. |
