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AutomationHandover checklist → PDF

A completion checklist as a PDF with AI

At handover the engineer fills in a checklist; a PDF appears for the customer and the dossier.

Handover checklist → PDF is ready-made automation in Altramano for operations and planning: at handover the engineer fills in a checklist; a PDF appears for the customer and the dossier.

It works with Microsoft Outlook.

Ready-made automation · department Operations and planning

What it does

The handover checklist (a form) becomes a tidy PDF document through the Studio, ready to send to the customer and to keep in the dossier. The work order in the table is set to Handed over.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does a completion checklist as a PDF work with AI?

An automation runs in your own environment with fixed steps, the same every time.

The handover checklist (a form) becomes a tidy PDF document through the Studio, ready to send to the customer and to keep in the dossier. The work order in the table is set to Handed over.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For operations and planning: work orders, briefings and materials: the back and forth between the office and the field. Those hours go into steering the day when something changes, instead of into sending briefings and work orders around.

This department comes into play in installation companies, construction and contractors, manufacturing, transport and logistics, architects and engineering firms, cleaning and facilities, landscaping and grounds maintenance and car dealers and garages.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. 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.

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Frequently asked questions

What do I need for Handover checklist → PDF?

Microsoft Outlook and a Altramano environment.

Which department is Handover checklist → PDF 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

SjabloonSoortWhat it does
Planning questionsAI agentAn assistant that answers questions about the planning from the Work orders table.
Recurring maintenance and the annual callautomationMaintenance contracts in a table; a call to the customer six weeks beforehand, for approval.
Hours → weekly timesheetautomationEngineers report hours through a form; every Friday the weekly timesheet per engineer is ready.
All 11 templates for operations and planning

Templates are updated in your Altramano environment.

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