Projsite documentation

    Magic Inbox

    Magic Inbox is Projsite’s AI-assisted workflow for turning incoming delivery information into structured booking proposals.

    Workflow

    From source material to booking
    1. Send delivery information
    2. Projsite analyses the content
    3. Booking proposals are generated
    4. Review and correct
    5. Approve
    6. View in calendar

    Project-specific email address

    Source material and metadata

    Documented source types are email text, PDF, Excel and images. An email can contain several sources. For spreadsheets, file, sheet or tab, column and row can be identified so extracted information remains traceable.

    Review and states

    Typical review states include ready, needs review and missing data. Review can include date, time, contractor, supplier, responsible person, material, addresses, notes, status, deviations and source information.

    Uncertainty, errors and versions

    Where available, an extraction can be regenerated with more context. Version history can show when a version was generated and how results changed; earlier versions may be restorable.

    Best practices

    • Use clear dates, times and suppliers.
    • Use consistent columns and readable scans.
    • Review all proposals and use source information when something looks wrong.
    • Use the Projsite Excel template where available for recurring or larger datasets.

    Related documentation