Procore
Procore Technologies
Connect company portfolio context, documents, schedules, cost codes, field records, and project workflows without replacing the source system.
The whole company. Connected.
Company context is the relationship between a record, where it came from, what it affects, who owns it, and which decision moves it forward.
Integrations
Connect the systems your company already uses and bring their work into one streamlined company experience.
Microsoft Teams
Microsoft
Bring teams, channels, messages, meetings, and organization groups into Clevis workflows.
SharePoint
Microsoft
Discover sites and selected file metadata while keeping document content in Microsoft 365 by default.
Outlook
Microsoft
Connect mail, calendar events, contacts, and shared mailbox context with explicit user or company scope.
Sage
Sage Group
Connect accounting and ERP records through a Sage product-specific data contract selected during setup.
Microsoft Excel
Microsoft
Access workbook structure and selected table or worksheet ranges through governed actions.
Procore
Microsoft Teams
SharePoint
Outlook
Sage
Microsoft Excel
You
After today’s OAC, pull the open change, the cost codes it hits, and the owner conversation across systems.
Clevis Command
From today's OAC, the open item is CO-184 on Northline. It concentrates on cost codes 08 and 09, with the owner conversation still open in Teams and Outlook.
Company-linked change package
CO-184 · 4 systems · post-OAC
CO-184 · Northline
Scope change for Level 12 owner improvements
Cost codes 08 / 09
Forecast move vs committed package values
OAC channel notes
Owner accepted direction; pending formal CO
Owner recap thread
Meeting follow-up and next decision date
I can draft the CO package, attach code-level cost impact, or post the owner recap with the OAC notes linked.
Context is more than search.
Search finds a record. Context explains how that record participates in the work, and gives people and agents enough evidence to act responsibly.
01
Connected systems
Sources kept intact
Systems stay useful
Procore, SharePoint, Outlook, schedules, and cost systems keep doing their jobs. Clevis connects their records without flattening where they came from.
02
Lineage
One continuous thread
Relationships become visible
A drawing is connected to its RFI, the RFI to its decision, the decision to the schedule, and the schedule to the people responsible for what happens next.
03
Answer evidence
Inspecting sources…
Answers remain explainable
Every answer can carry its path back to the files, records, and decisions that informed it, so teams can inspect the evidence instead of trusting a summary blindly.
A living map of the company.
Company context is not another folder tree. It is a connected map of projects, people, records, systems, commitments, and decisions.
As the work changes, the map changes with it. Clevis can move from a company-wide question to the exact project record behind the answer without losing scope, ownership, or source.
Systems
People
Files
Projects
Follow the thread, not the folder.
The important story usually crosses drawings, RFIs, submittals, meeting notes, schedules, and cost records. Clevis keeps that lineage intact.
A team can start with a field condition and follow the connected response, approval, affected activity, cost exposure, and accountable person as one continuous thread.
See what a change touches.
When one record moves, Clevis can surface the work downstream: dates, commitments, procurement, approvals, and people waiting on the decision.
That context helps teams understand consequences before an agent drafts an action or a person approves it. The goal is not more alerts. It is a clearer decision boundary.
Decision
RFI 042- Status
- Pending architect review Approved · east offset revision
- Response owner
- Design team queue Sam Chen
Schedule
Activity A1210- Float
- 5 working days 2 working days · at risk
- Successor
- Controls rough-in open Blocked pending release
Cost
CE-027- Exposure
- $420K pending pricing $620K priced · ready for review
Procurement
Switchgear package- Release
- On track for Jul 24 Hold until routing approval
Ownership
Field handoff- Waiting on
- Install crew idle Sam Chen · release by Wednesday
Useful context still respects the company.
Clevis connects more of the work while preserving the boundaries, history, and human judgment that make the information trustworthy.
Permission-aware
Context follows the same workspace and role boundaries as the work itself. Connected does not mean visible to everyone.
Access
Same boundaries as work
WorkspaceAtlas Construction
RoleProject controls
Project set3 assigned
UnrelatedHidden
Compounds over time
Records, decisions, and their relationships become durable company knowledge instead of disappearing into a completed project.
Company memory
Builds with every project
Built for judgment
Clevis brings the relevant evidence to the decision, then keeps people in control when an action has real consequence.
Decision package
GatheringEvidence: CO package + cost codes
Owner thread linked
Action waits for human sign-off