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Exploring What CompanyCam Assistant Can Do

Learn what CompanyCam Assistant can do, from answering questions about a Project to building Checklists, Documents, and Automations.

CompanyCam Assistant works from your own photos, notes, Tasks, and Project history, so you can get an answer or hand off a job without digging through your account. This article covers what it can do today. To open it and start a chat, see Getting Started with CompanyCam Assistant.

This feature is in Early Access; plan availability is subject to change.


What the Assistant can do

Note: Only Admins and Managers can use CompanyCam Assistant

Get answers

  • Daily Recap: Get one morning summary across all your active Projects, including what needs attention.

  • Project questions: Ask about status, timeline, Tasks, or crew updates, or ask what changed over any stretch of time.

  • Photo search: Describe a photo and the Assistant finds it, even in a Project with thousands. It can also understand what’s shown in your photos.

Build things

  • Reports, punch lists, and Task assignments: Type or talk, and the Assistant builds them from your Project data.

  • Advanced Checklist templates: Describe the Checklist you need or upload a file, and the Assistant builds a template with conditional logic. Keep refining it in the chat. It can also add reference photos, including the most relevant photos from your Projects.

  • Documents: Create a Document with photos from more than 1 Project and choose where it’s saved. The Assistant can also add page breaks.

  • Document Templates from a PDF: Upload a PDF and the Assistant turns it into an editable Document Template that matches the original form.

  • Proposal edits: Ask the Assistant to change an existing Proposal, like “Add 6 windows.”

Take action

Ask the Assistant to tag photos, assign Tasks, message your crew, update Project details, and create payment links and share links.

Note: The Assistant shows you what it’s about to do and waits for your OK before it messages a client or posts anything outside CompanyCam.

Automate recurring work

Set up a time-based prompt once and it runs on its own, like “Every Friday at 8:00 AM, summarize new photos and completed Tasks.” See Creating Automations in CompanyCam Assistant.
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Save your preferences

Tell the Assistant to remember something and it applies it in future chats. You can reopen past chats anytime, and they’re private to you.


FAQs

Does the Assistant ask before sending messages?

The Assistant asks for your OK before it sends a message to a client or posts anything outside CompanyCam.
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Can Automations run on event-based triggers?

Automations can’t run on event-based triggers, like when a Label is added. They run on a time-based schedule.

Can the Assistant use data from my integrations?

The Assistant can’t use data from integration partners. It works from the photos, notes, Tasks, and history in your CompanyCam account.

Can I delete a chat with the Assistant?

Chats with the Assistant can’t be deleted at this time.


💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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