Enso AI

Connected Tools & Control

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HubSpot monitoredOn-Site Companion checkedOutlook scannedOneDrive reviewedProject documents indexed

Enso AI sits above the tools Enso already uses. Source data stays in existing systems. AI prepares review packs and waits for human approval.

Enso AI Review Layer

Above the tools Enso already uses.

Enso AI Review LayerHuman approval required

HubSpot

Lead activity, lead score, last contact

HubSpot

On-Site Companion

Overdue tasks, workflow drift, project status

On-Site Companion

OneDrive

Contracts, selections, drawings, specifications

OneDrive

Outlook

Approvals, client emails, follow-up evidence

Outlook

Microsoft 365

Shared docs, sign-in surface

Microsoft 365

Google Sheets / weekly meeting sheets

Weekly meeting notes and status logs

Google Sheets

DataBuild

Future connection

Future connection

ARCHICAD

Future connection

Future connection

What AI checks and prepares

Per connected tool.

ToolWhat AI checksWhat AI preparesControl mode
HubSpotLead activity, lead score, last contactDaily lead brief and follow-up draftsReview only
On-Site CompanionOverdue tasks, workflow drift, project statusOSC update notes and owner remindersHuman approval
OneDriveContracts, selections, drawings, specificationsQA evidence packsRead-only available
OutlookApprovals, client emails, follow-up evidenceReminders and draft repliesApproval required
Microsoft 365Shared docs, sign-in surfaceAccess + audit trailRead-only available
Google Sheets / weekly meeting sheetsWeekly meeting notes and status logsMilestone follow-up notesRead-only available
DataBuildFuture connectionCost + estimating cross-checksFuture connection
ARCHICADFuture connectionDrawing model-level QAFuture connection

Control & security settings

Mock settings — safe by default.

Human approval required

Read-only monitoring

Sensitive document exclusion

Auto-send emails

Auto-update OSC

Add unresolved items to Monday brief

AI prepared. Human approval required.

Human approval mode

AI cannot send, update or escalate without Enso approval.

Read-only pilot available

Start with monitoring and QA checks before any write-back actions.

Source evidence shown

Every recommendation links to the document, email or system record used.

Sensitive document exclusions

AI can be configured to ignore IDs, licences, finance folders or private folders.

Built around Enso’s systems

Source data stays in Microsoft, HubSpot and project systems.

Tool-agnostic

If Enso changes OSC/DataBuild later, the review layer can adapt.

Handover-ready

Workflows, credentials and documentation can be handed over to Enso.