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Use AI Tools with Capture

Draft captions, tags, summaries, reports, and checklists from Capture evidence while keeping every result editable and reviewable.

Julian Park
Written by Julian ParkUpdated over a week ago5 min readIntermediate

Capture AI tools turn existing project evidence into an editable first draft. They do not replace your review, and they never publish, lock, or send a document by themselves.

On the web, open a Capture project and choose AI tools. Each tool opens its result in AI activity, where you can see queued, running, completed, failed, or cancelled work without leaving the project. If AI is unavailable, Capture keeps the manual project tools available and explains the fallback.

Draft a caption or tags

Use Quick Caption on a voice note to turn the field narration into a short photo caption. If the note has not been transcribed yet, Capture transcribes it first and then applies the caption. The original audio stays attached.

Use Suggest tags on a photo to propose short, factual labels. Suggested tags stay pending unless an owner or admin has configured a company confidence threshold for automatic acceptance. A human-added tag is never replaced or downgraded by an AI suggestion.

Create a project summary

Select up to 200 ready photos and choose Draft summary. Capture creates a new draft Page from the selected captions, accepted tags, visible-image descriptions, OCR text, and voice-note transcripts.

The Page stays editable. Check dates, locations, quantities, and trade-specific language before sharing it.

Draft a cited report

Select up to 100 ready photos and choose Draft report. Every factual finding should cite one or more of those selected photos. Capture flags any finding that does not have a valid citation.

An insurance-adjuster draft with an uncited finding is blocked from final PDF generation until the citation is added or the claim is removed. The draft itself remains available for review and editing.

Draft a checklist

Capture can draft a checklist from exactly one source:

The result is a normal editable checklist. Review which items are required and whether photo evidence is truly needed before assigning it to the crew.

Use voice to create or complete work

In the iPhone app, open the project, choose AI Foreman, and select a synced voice note.

Capture keeps the original audio and transcript. If Talk to Complete misunderstands a phrase, choose Undo within 10 minutes. The confirmation and undo are both recorded with the voice-action audit trail. Follow-up tracking proposals can also be selected individually before you choose Apply selected, but they do not have the Talk to Complete undo window.

Draft progress and a Daily Log

Use Recap and progress for a selected date range to create an editable timeline-style project recap. Find follow-ups proposes tasks from unfinished or explicitly mentioned work; it never creates tasks until you accept them.

Choose Daily log for one project date to draft work performed, delays, linked evidence, crew presence from available check-ins, and the saved weather snapshot. Review and edit the log before saving or exporting it.

When a daily log is first saved, Capture records one immutable weather snapshot for the project location and shows Weather data by Open-Meteo next to it. Weather is read-only in the editor. If weather is unavailable or the project does not have a usable location, you can still complete the work, delay, crew, and photo fields manually. Leaving crew blank on a new log lets Capture use available job check-ins; you can correct the names before confirming the log.

Choose a From and To date under Compiled log, then choose Export PDF to download the saved date range.

Translate text for display

Choose a photo caption or project comment, select a language, and choose Translate for display. Capture labels the translation as AI-produced and keeps the original text authoritative. Translating does not replace or edit the caption or comment.

Review photo quality hints

Capture can flag likely blurry, dark, or duplicate-burst photos. These are gentle review hints, never upload blockers. Open the original before deciding whether a retake is useful.

Forward attachments to a project

Each Capture project has a unique address in Project email-in. Copy that address and forward a message with attachments to file them with the project. Attachments are checked before they become project assets, and the source message stays linked to the project record.

When the company policy quarantines unknown senders, an owner, admin, or manager must approve the message before import or reject it with a reason. Other team members can see that manager review is required but cannot make the decision.

Search and ask about project media

Capture search always tries exact caption, OCR, visible-description, and accepted-tag matches first. When Smart Results are available, it can also find photos with similar meaning even when they use different words.

Answers about project media cite the matching Capture asset IDs. Open those photos and verify the evidence before relying on the answer.

If an AI provider is unavailable, exact search and every manual editing flow continue to work. A failed AI job shows a manual fallback instead of silently discarding your work.

Company vocabulary and privacy

Owners and admins can add company trade vocabulary in Settings → Capture to improve server transcription of product names and field terms. Capture keeps the provider and model provenance with generated results so administrators can audit how a draft was produced.

Only evidence in your company, environment, and permitted project scope is eligible for an AI request. Sandbox and Live remain separate.

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