Schedule agent
Built in Adaptive by Nate Brown, Archistructure (Omaha, NE)
Keeps a project schedule current without anyone updating it by hand.
Calls or texts project managers on a set cadence and asks what got done
Updates the schedule from that conversation — start dates, durations, completed items
Escalates to a second contact if it can't reach the first
Flags change orders by severity, so blocked items surface before they hold up the next trade
Custom Gantt and task views configured to how the team wants to read them
A side benefit raised in the session: it captures why the schedule moved, not just that it moved — a record most companies don't have anywhere.
Draw packager
Built in Adaptive by Nate Brown (about 30 minutes to build)
Takes the standard Adaptive draw and reformats it to the company's own template.
Custom cover page with purchase price and money received to date
Change orders split into two columns: actual scope changes vs. allowance and selection overages
Standard backup documentation carried through
Compliance agent
Built in Adaptive
Tracks vendor compliance and flags which vendors are out of compliance.
Weekly customer update
Built in Adaptive
Generates a client-facing progress report each week and emails it directly to the customer, who can reply to it.
Includes current budget, pending scope changes, percent complete, what was finished that week, action items needed from the client, and upcoming milestones.
WIP Whisperer
A Claude skill, demoed by Patrick Sullivan
Automates the monthly WIP narrative process — the part where a CFO emails every PM asking them to confirm budgets and explain what changed.
How it runs:
Upload your ERP export — cost to date, billed to date, contract values, revised budgets, jobs, PMs
The skill builds a WIP dashboard from that data
It flags exceptions: underbilled jobs, margin fade month over month, cost over budget, billed over contract value
It drafts a personalized email per project manager, specific to what's happening on their jobs
You review, then it sends
As replies come in, it writes the explanations back into the reporting
The result is that the numbers and the story behind them end up in the same place, instead of the narrative living in a Word doc or in the CFO's head.
The WIP Whisperer is free to download from the Adaptive website, along with a video covering installation. A COI tracking skill is next in the series.
About the series
Every other Wednesday at 11:00 AM Eastern. First 30 minutes is a builder showcase, second 30 minutes is open office hours.
The series covers agents built in any tool (Adaptive, Claude, ChatGPT) not just Adaptive.
Have a question for the next session? Reply to your registration email and it will be covered.