As a builder you work with construction agreements towards clients and subcontracting agreements towards your supply chain partners, with quotes, variations and guarantees around them. Lynk reads those documents, turns the terms into labels and tracks what was agreed per project and per partner. Here is how to start.
1. Set up your document types and labels
A document type determines which labels the AI extracts from a document. Lynk prepares a standard set together with you, so you do not have to start by writing prompts. Typical document types for construction companies:
Construction / realisation agreement (including turn-key and building team)
Subcontracting agreement and purchase agreement
Cooperation agreement and letter of intent
Offer / proposal and order confirmation
Permits and site investigation reports
Addendum / amendment, variations (additional and reduced work) and termination letter
Start with the document types you use most and add more later. See Document types and Contract labels.
2. Create your objects
Projects, entities and contract parties (clients and subcontractors) are objects in Lynk. Each project and each partner gets its own page with all contracts, actions and deadlines. Add your projects and entities before you upload documents, or send us a list; the AI then links the documents to them automatically. See What are objects?
3. Connect your storage
Connect your SharePoint site, or use Lynk Storage. Your existing project folders stay intact. You can also email documents to the unique inbox address of your workspace, for example straight from procurement. See Storage and SharePoint and Inbox.
4. Upload the first documents and review them
Start with one running project: the construction agreement, the subcontracting agreements and the addenda. About twenty documents is enough to see the difference.
The AI determines the document type, links addenda to the main agreement in a dossier, fills the labels and suggests actions. Everything the AI suggests is purple.
Review the suggestions and accept, edit or reject them. Mark good values as a sample so the AI learns how you read contracts. See Reviewing AI suggestions and Editing a label and marking it as a sample.
Check the dossier: is every addendum in the right order under the main agreement? See Contract families.
5. Create your first views and actions
Views give you overviews across all projects and partners, without spreadsheets. Views construction companies use a lot:
Payment schedule and instalments per project
Guarantees, insurances and bank guarantees, with amount and expiry date
Completion dates and penalty clauses for the coming months (calendar view)
All contracts per subcontractor, with the agreed terms
A board of projects × document types, to see which document is still missing
Obligations from the contracts become actions with an assignee, a deadline and an email reminder. See Creating a table view and Assigning actions and setting reminders.
Note: Set up your document types and labels first, then upload in bulk. A label added later can still be filled for existing documents with a column scan. Stuck? We are happy to set up the workspace together with you. Send us a message via the chat in the bottom right.