What are Workflow Items?
Workflow items are individual checklist items within a workflow. Each item represents a specific check, question, or requirement that the AI will evaluate against your documents.Creating a Workflow Item
1
Open a Workflow
Navigate to Workflows and select the workflow you want to edit.
2
Click Add Item
Look for the “Add Item” or “Create Checklist Item” button.
3
Write the Review Question
Enter a clear, specific question or requirement for the AI to check.
4
Add Category and Tags
Organize the item with relevant categories and tags.
5
Save
Save the workflow item.
Writing Effective Workflow Items
Be Specific and Clear
- Good Examples
- Avoid
✅ “Verify that all beam-to-column connections have sufficient bolt capacity per AISC 360-16 Table J3.2”✅ “Check that the HVAC supply air CFM meets the minimum ventilation requirements of ASHRAE 62.1”✅ “Confirm that seismic design category is correctly identified based on site location and building use”
Include Reference Standards
When applicable, cite the specific code, standard, or section:Make Items Measurable
Write items that have clear pass/fail criteria:- ✅ “Confirm that all exit doors are minimum 36 inches wide per IBC 1010.1.1”
- ❌ “Make sure doors are okay”
Item Components
Each workflow item typically includes:The Question or Requirement
The main review check that the AI will evaluate.Category
A high-level grouping for the item (e.g., “Structural”, “Fire Safety”, “Accessibility”).Tags
Additional metadata for filtering and organization (e.g., “Connections”, “Code Compliance”, “Calculations”).Types of Workflow Items
Compliance Checks
Verify adherence to codes and standards:Calculation Verification
Check engineering calculations:Completeness Checks
Ensure all required information is present:Coordination Checks
Verify consistency across documents:Organizing Workflow Items
Use Categories
Group related items:- Structural - Loads, Connections, Materials
- Fire & Life Safety - Exits, Fire Rating, Sprinklers
- Accessibility - Doors, Ramps, Restrooms
- Energy - Insulation, HVAC Efficiency, Lighting
Apply Tags
Add specific tags for filtering:- Code sections (e.g., “IBC-1010”, “ASCE7-Chapter3”)
- Element types (e.g., “Beams”, “Columns”, “Slabs”)
- Review phases (e.g., “SD”, “DD”, “CD”)
Best Practices
One Check Per Item - Each workflow item should focus on a single, specific requirement.
Actionable Language - Use verbs like “Verify”, “Check”, “Confirm”, “Ensure”.
Include Context - Reference specific code sections or standards when applicable.
Logical Order - Arrange items in a logical sequence (e.g., general to specific, or following document order).
Editing Workflow Items
To edit an existing workflow item:- Navigate to the workflow
- Find the item in the list
- Click edit or modify
- Update the item details
- Save changes
Deleting Workflow Items
To remove a workflow item:- Locate the item in the workflow
- Click delete or remove
- Confirm deletion
Next Steps
Categories & Tags
Learn how to organize items with categories and tags
Run a Workflow
Execute a workflow with your items