Automate your estimates from A to Z with Artificial Intelligence (AI)

About this course

Train teams to automate estimating from A to Z: ingest emails and addendums, extract information from plans/quotes, create a traceable schedule and takeoff, compare with history, then generate a clean, fast quote-with safeguards and step-by-step adoption.

General objective

Automate and increase the reliability of the estimate, from email to filing, by using AI to extract, structure and compare key data, and generate a rigorous submission.

Specific objectives

• Automatically capture e-mail requests (attachments, addendums, deadlines).
• Structure customer information and frame the mandate (go/no-go).
• Extract data from drawings/quotations for the bill of lading.
• Build a traceable BQ linked to sources.
• Accelerate the takeoff with AI and apply quality controls.
• Compare with historical data (costs, productivity, risks) to support the price.
• Generate a complete tender (price, variants, exclusions, conditions) ready for submission.
• Implement tiered adoption, data governance and monitoring KPIs.

Topics covered

This course takes you through the entire process, from incoming e-mail to submission. It teaches how to automatically capture requests and addendums, quickly frame the mandate, extract key information from plans and specifications, and then structure a traceable bill of quantities. AI speeds up the takeoff and links each item to its source, while project history sheds light on prices, productivity and risks. This data is then transformed into a clear, professional bid, ready for digital submission. All anchored in tiered adoption methods, simple data governance and useful KPIs, with concrete exercises and reusable templates to move from theory to implementation.