AI Capabilities Index

Ask Alleato is an AI system built into the platform that has live access to your project data — financials, contracts, meetings, emails, Teams messages, schedule, and accounting. This page maps every AI capability in one place so you can see what’s available and where to find it.

Where to Access the AI

Entry Point	How to Open	Best For
Full-screen assistant	Click Ask Alleato in the main sidebar	Deep conversations, financial analysis, portfolio reviews
Floating pill	Press `⌘I` (Mac) or `Ctrl+I` (Windows) from anywhere	Quick questions without leaving your current page
Inline sidebar	Click the brain icon in the top-right header	Following up on what you’re looking at without switching views

Past conversations are saved in the left panel of the full-screen assistant. The assistant picks up where you left off.

Feature Index by Job-to-Be-Done

Get caught up on a project

Feature	Where It Lives	What It Does
Project Briefing	AI assistant (ask naturally)	Searches meetings, emails, Teams, financials, and schedule simultaneously and returns a synthesized status update
Project Intelligence	Sidebar → Intelligence	Pre-compiled snapshot: KPIs, insight cards (risks, decisions, blockers, exposures), freshness status, and evidence citations
Portfolio Briefing	AI assistant	Cross-project view — which projects need your attention, ranked by urgency
Daily Catch-Up	AI assistant	”What do I need to know this morning?” surfaces overnight emails, Teams activity, and daily flags

→ See Get a Project Briefing from the AI and Project Intelligence

Understand your finances

Feature	Where It Lives	What It Does
CFO Advisor	AI assistant	Analyzes margin, cash position, change order exposure, AP/AR, and billing
Budget & Margin Analysis	AI assistant	Traces margin erosion to specific line items, change orders, or cost overruns
Cash Flow Forecast	AI assistant	Combines project receivables with live Acumatica bank data for a 60-day cash view
Change Order Exposure	AI assistant	Tracks the full lifecycle (Change Event → CO to Owner → Commitment Adjustment) and flags gaps
Acumatica ERP Access	AI assistant	Live AP/AR aging, vendor spend history, project budgets, purchase orders, and bills
Forecast Comparison	AI assistant	Budget vs. actual vs. forecast side-by-side with variance explanation

→ See Ask the AI About Finances

Track meetings and decisions

Feature	Where It Lives	What It Does
Meeting Intelligence	AI assistant	Searches all transcripts by project, topic, date, or keyword — no project selection required
Action Item Tracking	AI assistant	Surfaces open action items from meetings, filtered by assignee or date
Decision Search	AI assistant	”What did we decide about X?” searches across all meeting transcripts
Meeting Prep Brief	AI assistant	Pre-meeting briefing: recent decisions, open action items, financial exposure, and schedule risks
Fireflies Transcript Processing	Sidebar → Meetings	Transcripts are auto-ingested, decisions/tasks/risks extracted, and linked to the project

→ See Ask the AI About Meetings and Meetings

Monitor risks and exposures

Feature	Where It Lives	What It Does
Proactive Alerts	Sidebar → Intelligence	Daily flags for budget variance (>10%), overdue RFIs, late tasks, and stale change events
Risk Insight Cards	Sidebar → Intelligence	AI-identified risks from meetings, emails, and project records with source citations
CRO Advisor	AI assistant	Risk-focused analysis: overdue RFIs, submittal flags, budget variance, schedule slippage
Financial Exposure Tracking	Sidebar → Intelligence	Insight cards for potential cost impacts from RFIs, change events, and commitments

→ See Proactive AI Alerts and Project Intelligence

Find information across all projects

Feature	Where It Lives	What It Does
Semantic Search	AI assistant	Ask in plain English — searches meetings, emails, Teams, documents, and project records simultaneously
Email Search	AI assistant	”Find everything about the steel delivery” searches indexed Outlook emails
Teams Message Search	AI assistant	Searches compiled Teams channels and DMs for decisions, threads, and context
Document Search	AI assistant	Searches indexed PDFs, specs, and OneDrive files by topic
Knowledge Base	AI assistant	Company-specific facts, lessons learned, and standard practices saved across sessions
Cross-Project Patterns	AI assistant	”Is there a pattern of procurement delays across our jobs?” finds recurring issues

→ See Outlook Integration and AI Memory

Take action from chat

Feature	Where It Lives	What It Does
Create RFI	AI assistant	Draft and submit an RFI from a description — shows a preview before writing
Create Change Event	AI assistant	Log a potential change with cost and schedule impact — requires confirmation
Create Change Order	AI assistant	Generate a prime CO from chat — requires confirmation
Create Task	AI assistant	Add a schedule task with assignee and due date — no confirmation required
Create Commitment	AI assistant	Start a subcontract or PO from a description — requires confirmation
Update RFI Status	AI assistant	Mark an RFI as closed or reassign ball-in-court
Log Daily Report	AI assistant	Create a daily log entry from a brief description
Save to Knowledge Base	AI assistant	”Remember that our standard retainage is 10%” — saves a fact for future sessions

All financial write actions show a preview card before executing. Reply confirm to proceed or cancel to abort. → See What the AI Can Do (Actions)

Stay connected to your team

Feature	Where It Lives	What It Does
Outlook Email Sync	Settings → Integrations	Syncs incoming M365 emails to projects with attachment indexing
Teams Integration	Settings → Integrations	Syncs Teams channel posts and DMs; compiles conversations into project intelligence
Teams Chat Compiler	Background (automatic)	Converts raw Teams messages into tasks, risks, decisions, and project insights
Project Email Inbox	Sidebar → Emails	All project-matched emails in one view, searchable

→ See Outlook Integration and Teams Integration

Manage your tasks and work

Feature	Where It Lives	What It Does
My Work	Main sidebar → My Work	Personalized task list aggregated from all projects you’re assigned to
Task Extraction	Background (automatic)	Action items from meetings and emails are auto-extracted and linked to projects
COO Advisor	AI assistant	Field operations: schedule status, daily log summaries, open punch items, staffing
CHRO Advisor	AI assistant	Team capacity, over-allocation, directory, role assignments

→ See My Work and Schedule

The C-Suite Advisors

Every question goes through the Chief Strategist, which routes to the right specialist. For cross-domain questions, the Strategist consults multiple advisors and synthesizes the answer.

Advisor	Domain	Sample Questions
CFO	Finances, margin, cash, ERP	”What’s our cash position?” / “Where are we losing margin?”
COO	Field ops, schedule, daily logs	”What tasks are running late on Vermillion Rise?”
CRO	Risk, exposure, overdue items	”What are our top risks across all projects?”
CHRO	Team, staffing, capacity	”Who is over-allocated next month?”
VP Business Development	Pipeline, market intel, web search	”Research tilt-up warehouse costs in our market.”

The VP BD advisor can search the web in real time — the others work from your project data.

What the AI Can See

Data Source	Examples
Project financials	Budgets, commitments, change orders, direct costs, invoices, prime contracts
Project records	RFIs, submittals, daily logs, punch lists, schedule tasks, drawings
Meetings	Fireflies transcripts, extracted decisions, action items, risks
Emails	Indexed Outlook emails, matched to projects
Teams messages	Compiled channel posts and DMs
Accounting (Acumatica)	AP/AR aging, cash position, vendor spend, bills, POs
Documents	PDFs, Word docs, specs, and OneDrive files (indexed content)
Company knowledge	Saved lessons, standard practices, and preferences from the knowledge base
Your memory	Preferences and context saved across your past conversations

What the AI Cannot Do

Approve, sign, or pay on your behalf — all financial writes require your confirmation
Access records outside your permissions — the AI is scoped to projects you can edit
See unsynced data — emails and Teams messages only appear after the integration syncs (every 30 minutes)
Guarantee accuracy on high-stakes decisions — always verify financial and schedule data against source records before acting
Access competitor systems — it only reads the platforms connected to your account

20 Questions to Try Right Now

Copy any of these into the assistant to see it in action. Project status

“What’s the latest on [your project]?”
“Which projects need my attention today?”
“Catch me up on everything from this week.”
“What happened while I was out last week?”

Finances 5. “What’s the current margin on [your project]?” 6. “Which projects are over budget right now?” 7. “Show me AP aging from Acumatica.” 8. “What’s our cash position for the next 60 days?” 9. “Which change events don’t have a corresponding change order?” Meetings and decisions 10. “What action items are still open from last week’s meetings?” 11. “What did we decide about [topic]?” 12. “Help me prepare for the OAC meeting on [your project].” 13. “Find everything we know about [vendor or issue].” Risks 14. “What are the top risks across all my projects?” 15. “Which RFIs are overdue?” 16. “Are there any schedule tasks running late?” Actions 17. “Create an RFI for [issue]. Ball in court is [name]. Due in 5 days.” 18. “Log a risk on [project] — [description].” 19. “Create a task for [name] to [do something] by [date].” 20. “Remember that [fact you want saved].”

All AI Articles

Article	Description
AI Assistant Overview	How Ask Alleato works, the C-Suite architecture, conversation history
What the AI Can Do (Actions)	Write actions, confirmation flow, safety rules
Get a Project Briefing	How to ask for project and portfolio updates
Project Intelligence	Pre-compiled insight cards, KPIs, freshness, evidence citations
Ask the AI About Finances	CFO advisor, budget, margin, cash flow, Acumatica
Ask the AI About Meetings	Transcript search, decisions, action items, meeting prep
Proactive AI Alerts	Daily flags for budget variance, overdue RFIs, late tasks
AI Memory	What the AI remembers, how to manage it, privacy
Outlook Integration	Email sync, attachment indexing, project matching
Teams Integration	Teams channel and DM sync, compiler
Use Help Center and Ask Alleato Together	Combining written guides with AI follow-up

​Where to Access the AI

​Feature Index by Job-to-Be-Done

​Get caught up on a project

​Understand your finances

​Track meetings and decisions

​Monitor risks and exposures

​Find information across all projects

​Take action from chat

​Stay connected to your team

​Manage your tasks and work

​The C-Suite Advisors

​What the AI Can See

​What the AI Cannot Do

​20 Questions to Try Right Now

​All AI Articles