Enso AI
Connected Tools & Control

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.
HubSpot
Lead activity, lead score, last contact
On-Site Companion
Overdue tasks, workflow drift, project status
OneDrive
Contracts, selections, drawings, specifications
Outlook
Approvals, client emails, follow-up evidence
Microsoft 365
Shared docs, sign-in surface
Google Sheets / weekly meeting sheets
Weekly meeting notes and status logs
DataBuild
Future connection
Future connectionARCHICAD
Future connection
Future connectionWhat AI checks and prepares
Per connected tool.
| Tool | What AI checks | What AI prepares | Control mode |
|---|---|---|---|
| HubSpot | Lead activity, lead score, last contact | Daily lead brief and follow-up drafts | Review only |
| On-Site Companion | Overdue tasks, workflow drift, project status | OSC update notes and owner reminders | Human approval |
| OneDrive | Contracts, selections, drawings, specifications | QA evidence packs | Read-only available |
| Outlook | Approvals, client emails, follow-up evidence | Reminders and draft replies | Approval required |
| Microsoft 365 | Shared docs, sign-in surface | Access + audit trail | Read-only available |
| Google Sheets / weekly meeting sheets | Weekly meeting notes and status logs | Milestone follow-up notes | Read-only available |
| DataBuild | Future connection | Cost + estimating cross-checks | Future connection |
| ARCHICAD | Future connection | Drawing model-level QA | Future 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
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.