172 automations & templates
Everything your project needs, ready to go
AI agent tasks, document templates, digital site forms, and inspection & test plans - purpose-built for UK construction teams.
AI Agent Tasks
95 available
Automated workflows powered by specialist AI agents. Tell PlanOps what you need and the right agent handles it.
Create Agent Task (Advanced)
Create or modify agent tasks with full control over inputs, workflow steps, and outputs. Upload an existing task file as a starting point, or build from…
Create Agent Task (Basic)
Create a new agent task using a simple guided form. Describe what the task should do, specify inputs and outputs, and the agent will generate a complete task…
Assign ITP Templates to Packages
Fetch all packages for a project, look up matching ITP templates by package type, and assign the most appropriate template to each package. Optionally uses…
Construction Phase Health & Safety Plan Review
This task will review the project Health & Safety Plan with reference to CDM 2015 Regulation 12(2)
Contract Document Review
Review a contract document and identify risks and mitigations from the perspective of a main contractor.
Create Form
AI-powered form creation from natural language descriptions and example forms. Generates complete form templates with fields, validation, and optional…
Create RAMS Acceptance Form
Creates a pre-filled RAMS Acceptance form instance for subcontractor operatives to sign, confirming they have read and understood the RAMS. Pulls RAMS…
Create Upload Page
Create a public upload page for a project, allowing external parties (subcontractors, consultants, clients) to upload documents via a secure, branded link.…
Defect & NCR Assessment Report
Assesses all defect and non-conformance report (NCR) events within a user-specified period. Analyses defect types, severity, locations, trades responsible,…
Delay Assessment Report
Assesses all delay events within a user-specified period. Analyses delay causes, programme impact, critical path effects, extension of time (EOT) position,…
Delay Event – Client Instruction
Log a delay event caused by a client instruction, issue immediate contractual notice to the client or contract administrator, reserve rights, analyse the…
Detect Gaps and Create RFIs
Automatically review project documents to identify gaps, inconsistencies, and missing information. Creates persisted gap_events (lifecycle objects) for each…
Document Templates
7 available
AI-generated construction documents. Branded, structured, and regulation-compliant.
BREEAM Building User Guide — Facilities Management
Technical Building User Guide for Facilities Management teams, aligned with BSRIA BG 26 and BREEAM Man 04 (Commissioning & Handover) requirements. One of two separate guides required by BREEAM —…
BREEAM Building User Guide — Occupant
Non-technical Building User Guide for building occupants, aligned with BSRIA BG 26 and BREEAM Man 04 (Commissioning & Handover) requirements. One of two separate guides required by BREEAM — this…
Building Log Book
Building Log Book template compliant with Building Regulations Part L2 (Conservation of fuel and power), CIBSE TM31 and Action Energy GPG348. A statutory record of installed building services plant,…
Construction Environmental Management Plan
Comprehensive construction environmental management plan template with environmental risk assessments and controls
PlanOps Construction Phase Health and Safety Plan
PlanOps System construction health and safety plan template with detailed annexes
Monthly Contractors Report
Monthly progress report for contractors including programme status, design team reports, subcontractor procurement, quality, health & safety, and financial information
Project Quality Plan
Project Quality Plan template aligned with Sewell Construction PQP, including roles, responsibilities, hold points, I&TPs and verification requirements.
Try any of these today - for free
Every agent task, template, and form is included on all plans. Start with 50 free Intelligence Units - no credit card required.
Form Templates
49 available
Digital site forms for inspections, permits, safety checks, and daily records.
Considerate Constructors Audit
CCS (Considerate Constructors Scheme) audit form for benchmarking and scoring.
Environmental Checklist
Comprehensive environmental compliance checklist for construction sites.
Noise and Dust Monitoring Log
Continuous monitoring log for noise and dust levels with threshold breach alerts.
Health & Safety Incident Report
Report health and safety incidents including near misses and actual occurrences.
Client/Architect Site Inspection
Formal site inspection by client or architect with minutes and action item tracking.
Environmental Inspection
Site environmental compliance inspection covering pollution prevention, waste management, and ecology.
Housekeeping Inspection
Site housekeeping and cleanliness inspection with area scoring and cleanup task creation.
Monthly H&S Audit
Comprehensive monthly health and safety audit with benchmarking and scoring.
Night Works Inspection
Inspection of night works activities covering lighting, safety, and community considerations.
Site Managers Weekly Observation Report
Weekly site observation checklist for site managers to record observations across statutory compliance, site conditions, equipment, welfare, and safety. Each item includes fields for comments,…
Weekly Site Safety Inspection
Comprehensive weekly health and safety inspection covering all key site areas including general conditions, PPE compliance, working at height, excavations, plant and equipment, fire safety, welfare…
Community Liaison Report
Record of community interactions, complaints, and concerns for CCS tracking.
Inspection & Test Plan Templates
21 available
Pre-built ITPs for every major construction trade and discipline.
Blockwork & Masonry
ITP for blockwork and masonry construction
Drainage & Below Ground
ITP for below-ground drainage including foul, surface water, and attenuation systems
Electrical Installation
ITP for electrical installation and testing to BS 7671
External Cladding
ITP for external cladding and rainscreen systems including fire safety compliance
FF&E Installation
ITP for furniture, fixtures, and equipment installation
Fire Stopping
ITP for fire stopping and compartmentation including penetration seals, linear gap seals, and dampers
Floor Screed
ITP for floor screed installation including sand/cement, flowing, and proprietary screeds
Glazing Installation
ITP for window, door, and curtain wall glazing installation
Hard Landscaping
ITP for external hard landscaping including paving, kerbs, and external surfaces
Internal Partitions
ITP for drylining, metal stud, and plasterboard partition systems
Joinery Installation
ITP for architectural joinery including doors, frames, skirtings, and bespoke joinery items
MEP Pipework
ITP for mechanical pipework installation
All of this, included from day one
Start free with 50 Intelligence Units. Every template, every form, every agent task - no add-ons, no per-feature pricing.