01
Describe it
Say what to read, the minimum cover and what to update. Agent Builder plans the steps.
One sentence to describe it
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
paperwork
When a subcontractor on your field service jobs emails a new insurance certificate, an agent reads the expiry and the cover from Outlook and updates their record in BigChange. Cover under your minimum is flagged, so a short certificate is not written up as current.
Please find our renewed public liability certificate.
Coleman Roofing
how it runs
Describe the update in Agent Builder, test it on one certificate, then let it run whenever a new one arrives.
01
Say what to read, the minimum cover and what to update. Agent Builder plans the steps.
One sentence to describe it
02
A test run reads Coleman Roofing's certificate from Outlook, checks the cover against your minimum and updates their record in BigChange.
Tested on a real certificate
03
Volt's next certificate is £2,000,000, under the £5,000,000 minimum, so they stay on hold.
Short cover is not treated as current
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
01
Describe it
Say what to read, the minimum cover and what to update. Agent Builder plans the steps.
One sentence to describe it
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
before and after
Coleman Roofing's public liability certificate, emailed at 10:15 on Mon 19/10.
The email
Without Centrus: Left in the inbox until someone opens it
With Centrus: Read at 10:15 from the suppliers inbox
The expiry
Without Centrus: Last year's date left on the record
With Centrus: Updated to 30/10/2027 on their record
The cover
Without Centrus: Assumed to meet the minimum
With Centrus: £10,000,000 read against the £5,000,000 minimum
The desk
Without Centrus: Told if someone remembers to forward it
With Centrus: Rachel emailed that the record is current
keep going
RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.
in the 30 minutes
Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing