Documents & AI
Leo · Product specialist · 29 s
A working day with Documents & AI · illustrative scenario
You do your work.
The context stays with you.
Find a file, read the relevant passage and retype the data into an overview. Explore how the intended workflow keeps the work together. This is an explanatory scenario, not a functioning customer environment.
01Add the sourceAccording to configured rules
YOUR ACTION
You select the document and the appropriate file context.
THE SOFTWARE HELPS
The file remains available as the original.
WHAT THIS DELIVERS
An identifiable source.
02Request targeted assistanceAI proposal · configuration-dependent
YOUR ACTION
You select search, summarisation or an available OCR function.
THE SOFTWARE HELPS
AI prepares a response or fields.
WHAT THIS DELIVERS
Less initial research work.
03Review the resultAccording to configured rules
YOUR ACTION
You compare important data with the original.
THE SOFTWARE HELPS
The source and derived result remain distinguishable.
WHAT THIS DELIVERS
Continue reliably, without copying blindly.
04Finish with a clear resultYour review
YOUR ACTION
You review the recorded data and decide what is complete and what still requires follow-up.
THE SOFTWARE HELPS
The decision refers to the same source, task or file context; there is no silent copy to another workspace.
WHAT THIS DELIVERS
A clear status and a traceable next step.
Less searching, reading and retyping recurring document data.
Automation remains dependent on configuration and available features. No real message, document or instruction is processed here.
Meet Leo
Documents & AI
Find information alongside its building and original source.
Explore a practical example
Leo
Documents & AI
Product specialist
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Contact usWatch the practical example
Pilot direction: start with one workspace and expand later.
ObraPad is designed to keep Obra Core as the shared foundation while you add capabilities over time.
Building-specific activation and restricted installer access are being prepared for the pilot and verified end to end. Ask which scopes can currently be tested.
Intended starting point
The pilot direction is to begin with one workspace and add more later.
Planned per-building expansion
The planned flow activates Construction only for the building being renovated; other buildings stay unchanged.
Planned access model
The access model is being developed so an installer or partner can use only the selected building, installation or task.
Intended example: heat pump maintenance
In the intended scenario, the installer only accesses the heat pump, its documents and assigned maintenance tasks in one building. Other buildings, financial information and private documents remain outside the scope. View, change, duration and revocation controls must be proven server-side before availability.
The design keeps an additional workspace and partner access as separate choices, with the building passport as the shared foundation.
