Documents & AI
Leo · Product specialist · 29 s
Documents & AI · Documents & AI
Find the right document. Understand what it says.
Organize plans, contracts, manuals, certificates and invoices with your property. Search precisely, compare information and use AI where enabled — with the original always available.
For anyone who manages or needs to consult building and project documents.
Documents & revisionsSearch & summarizeOCR with source verification
Documents & AIPractical reference · not a customer case
What makes your work easier?
Less searching, reading and retyping recurring document data.
Design of the product explanation · not a live product demo. Features and package coverage must be confirmed before publication.
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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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.
Recognise your situation
When do you use this?
01Find a manual on site
Today: The file name says little and the version is unclear.
Your workflow: Open the document from the equipment record or ask a question within the permitted sources.
The result: The answer remains linked to the source used, not just a standalone summary.
02Capture a contract date
Today: An important end date appears in a long document.
Your workflow: Have an available extraction feature propose a candidate and verify the page.
The result: Less retyping without silently recording a derived date as fact.
03Complete the handover file
Today: It is unclear which certificates are still missing.
Your workflow: Link required items and confirmed documents to the same handover.
The result: A visible list of missing information.
Less explaining. Less retyping.
This is how your team
really works together.
Everyone’s own language. The same agreement.
The architect writes in Dutch. The contractor reads in Spanish. The reply and original stay with the same task.
Depends on configurationWalk through. Speak. Prepare the report.
Photos and spoken observations become a draft report with action points, roles and deadlines.
Planned AI enhancementWork with your accountant.
Bring rental income, costs and documents together. Share only what you authorise.
Accountancy roadmapWhat you do here in practice
From daily tasks
to clear follow-up.
01Documents with the right recordA plan, certificate or manual receives the right context.
You: Link files to a property, project, space or installation.
ObraPad helps: Other workspaces reference the same document.
Your benefitFewer copies and less searching in general folders.
02Versions & revisionsDo not confuse a new upload with an approved document.
You: Keep document versions and their relevant status.
ObraPad helps: References can keep the intended version identifiable.
Your benefitLess work with unclear source files.
03Search & ask questionsStart with the information you need.Depending on your configuration
Configuration- or add-on-dependent
You: Find a document or ask a focused question within permitted sources.
ObraPad helps: Supported AI can retrieve passages and refer to the source.
Your benefitLess need to go through each file separately.
04Extract data from documents / OCRHave data prepared instead of retyping it.Depending on your configuration
Configuration- or add-on-dependent
You: Use an enabled Document AI/OCR feature for supported documents.
ObraPad helps: Extracted fields remain proposed data that must be checked.
Your benefitLess manual entry; recognition still depends on quality and type.
05Summarize & compareReview the essentials with the source close at hand.Depending on your configuration
Configuration- or add-on-dependent
You: Request a summary or comparison of permitted documents.
ObraPad helps: AI can prepare an editable answer with references.
Your benefitLess initial reading; the summary does not replace the original.
06Translated views alongside the originalEveryone understands the same work, without a separate conversation for each language.Depending on your configuration
Configuration- or add-on-dependent
You: Request a translated view or summary of a permitted document or report.
ObraPad helps: Translation keeps the original, source version, numbers, units and object references recognizable. Available languages and features depend on the configuration.
Your benefitLess copying into translation apps and less repeated explanation; technical or unclear translations remain verifiable.
07Check proposed dataExtraction is not the same as approval.Depending on your configuration
Configuration- or add-on-dependent
You: Compare proposed dates, amounts and characteristics with the original page and correct them where needed.
ObraPad helps: The processing feature keeps source, derivation and confirmation separate; it does not independently execute a payment or contract change.
Your benefitLess retyping while retaining control over what the system adopts.
08Expiry dates & missing itemsDo not let important document questions disappear into a folder.Depending on your configuration
Configuration- or add-on-dependent
You: Record confirmed expiry dates and required items for a record, installation or handover.
ObraPad helps: Reminders can follow confirmed fields and agreements; a date found by AI remains a proposal at first.
Your benefitFewer separate reminder lists and more targeted requests for missing documents.
09Voice and photos as report sourcesAn AI-assisted report remains traceable to what was recorded.Planned extension
Planned extension / roadmap
You: Work with a confirmed transcript, linked images and the exact draft or final report version.
ObraPad helps: The planned implementation links summaries and translated views back to the sources; a photo is not given a fabricated finding.
Your benefitLess reconstruction when someone asks what an action item is based on.
10Invoices & supporting documents for the accountantAn accountancy connection without replacing your accounting software.Planned extension
Planned extension / roadmap
You: Link financial documents to the correct property and make the permitted data available for review and transfer.
ObraPad helps: The roadmap includes auditable exports and, later, read-only API/accounting connectors. Accountancy partner status does not automatically grant access to financial data.
Your benefitFewer files to collect and fewer duplicate requests. No automatic external postings, filings or payments.
Convenience through automation
Less routine work.
With the right control.
According to your rules
Recurring follow-up
Reuse one document in multiple workflows without uploading it each time.
With AI support
No need to start again
With enabled AI/OCR: extract fields, find passages and prepare summaries.
For decisions
You stay in control
Confirm important amounts, agreements, source versions and permissions before further use.
You define your workflow and boundaries. Routine can follow those rules; AI helps with preparation; exceptions remain visible. The capabilities you use depend on the available features and your plan.
Without a connected workflow
Find the file, read the relevant passage and retype the data into an overview.
With this workspace
Open the document in its record and check the supported extraction or summary.
How much time could this save you?Your own figures, not a marketing percentage
Make one recurring task measurable.
Formula: number of tasks × (minutes now − minutes after the change) ÷ 60.
Open a calculation example
20 tasks × (15 − 10 minutes) = 100 minutes, or 1 hour and 40 minutes per month.
This is fictitious input, not a predicted product saving. Include checks and any additional actions. A negative result means additional time.
The editable calculation is available when this presentation is opened with JavaScript. Time freed up does not automatically represent a realised cost saving.
What information do we share with other workspaces?
Documents · source references · property context · AI. You continue with the same property context; you do not create a second record.
What can I extend here with add-ons?
The workspace is your working environment. Document AI / OCR is a specific processing feature; storing documents is not the same as extracting them automatically.
An add-on already included in your plan is not offered again. The exact features, limits and any additional price are shown with your configuration.
Workspaces and add-ons explained →Practical questions
Good to know.
Is storing documents the same as Document AI/OCR?
No. Storing, structuring and sharing is different from automatic extraction, comparison or summarization. The configuration must show which processing features are included.
Can AI provide a summary without showing the source?
That is not the intended workflow. An answer should be traceable to permitted sources; incomplete or conflicting information must remain visible.
