AI for your documents.
Use AI to extract key details from documents, sort incoming records, and flag missing information for your team.
- AI document reading & organization
- Missing information follow-ups
- Searchable records & handoffs
DONE-FOR-YOU AI AUTOMATIONS
Keep work
moving,
without chasing
paperwork.
AI automations built for your business. RDI designs and connects systems that read documents, prepare reports, and keep follow-ups moving—so your team spends less time on repetitive work.
For contractors. For growing teams. For the work in between.
THE WORK KEEPS MOVING
01 / CAPTUREDocument received
✓One clear starting point.
02 / ORGANIZEAI organizes the details
✓Filed. Labeled. Easy to find.
03 / FOLLOW THROUGHThe next step is clear
✓Owner assigned. Follow-up queued.
✳
LESS CHASING. MORE CLARITY.Ready for your review.
EXAMPLE WORKFLOWBUILT AROUND YOUR BUSINESS ↗
01 / OUR AI AUTOMATION SERVICES
AI automations.
Less on your plate.
We build AI automations around the work you do every day. Start with one recurring task, connect the right tools, and give your team a simpler way to get it done.
AI for your follow-ups.
Use AI to categorize requests and prepare follow-up drafts, then connect them to task assignments and reminders.
- AI request routing & draft replies
- Customer & team follow-ups
- Deadline & renewal tracking
AI for your reporting.
Use AI to summarize updates and prepare recurring reports, with a review step before information is shared.
- AI report drafts & summaries
- Status summaries & dashboards
- Review & approval routing
02 / AI AUTOMATION IN ACTION
See how AI can
move your work forward.
Choose an example to see how AI and connected workflows work together.
THE EVERYDAY FRICTION
A job document lands in an inbox. Someone downloads it, renames it, files it, and asks the crew for the missing details.
ILLUSTRATIVE EXAMPLEOne organized record. A clear next step.Your team reviews exceptions while the routine handoffs keep moving.
03 / WHO WE HELP
Built for the people
keeping it all moving.
From the owner wearing every hat to teams coordinating across locations, RDI starts with the way your business works.
Contractors & field teams
Connect the office and the jobsite. Keep job records, crew updates, requests, and follow-ups organized as work moves.
Small & growing businesses
Bring structure to the admin work that lands on the owner’s desk, and give your team a repeatable way to get it done.
Larger teams & organizations
Improve a specific process across departments or locations, with clear ownership, review steps, and a defined rollout.
04 / HOW WE WORK
Start with one process.
Build from there.
We design, build, and test your AI automation—then help your team put it to work.
Map the work.
We walk through the task, the tools, the people, and the points where work gets stuck.
YOUR OUTPUTA clear workflow & pilot scopeBuild & test it.
We connect the AI and workflow steps in your approved tools, then test the automation with your team.
YOUR OUTPUTA working pilot for your teamPut it to work.
We document the process, train your team, and define any ongoing support and improvements.
YOUR OUTPUTA handoff & a plan to keep it runningA FEW GOOD QUESTIONS
Clear answers.
Before we start.
Do we need to change all our software?
We start by reviewing the tools you already use. The proposed workflow identifies what can connect, what access is needed, and whether any additional software makes sense.
Do we need to understand AI?
You need to know the work you want to improve. We help map the process, explain the proposed automation in plain language, and show your team how to use it.
What should we automate first?
A recurring task with clear steps is a good starting point: collecting records, routing requests, tracking follow-ups, or assembling a report. We use discovery to choose a manageable pilot.
How is a project priced?
Pricing follows the agreed scope, tools, complexity, and support needs. Your proposal defines the deliverables, acceptance criteria, and any separate software or usage costs.
How much control does our team keep?
We agree on which steps can run automatically and which need a person to review or approve. Your business retains ownership of its data and decisions.
YOUR NEXT STEP
Let’s talk about
your next automation.
Tell us what you need and which days work for you.
We’ll follow up to confirm a meeting time.
One process.
A practical place to start.