Overcloud
DFH Automation WorkspaceReference client · Dallas region
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EK
INTERACTIVE PRODUCT CONCEPT · Sample data only · No live email, files or third-party records are connected
ONE CORE PRODUCT · CLIENT-SPECIFIC CONFIGURATION

The same workflow. Configured for each DFH company.

Employees stay in their familiar email. Overcloud quietly handles the repeatable work behind the scenes.

Demo workspace
DAILY OPERATIONS
14

ITBs identified today from the approved email source.

AUTOMATICALLY HANDLED
11

Clear matches extracted, logged and filed using approved rules.

HUMAN REVIEW
2

Only protected or ambiguous cases need an estimator.

01
Receive

A scoped source folder is watched—not the entire mailbox.

02
Understand

ITB fields and source evidence are structured.

03
Apply rules

Duplicates, rebids, priority and ownership are checked.

04
Act

Destination record and filing follow the approved configuration.

05
Recap

Daily activity and exceptions remain visible and auditable.

WHAT THE ESTIMATOR SEES

Same email workflow. Less manual work.

Routine messages remain quiet. Overcloud appears only when judgment is needed.

Email surface · example
Bid Operations / ITBs
Approved source folder · 14 items
Monitoring
GUIDED IMPLEMENTATION

Configure the company, then validate it together.

The first launch is assisted: the client provides their workflow and examples; DFH and Overcloud validate rules and connections before anything goes live.

Session-only demo
STEP 01 · EMAIL SOURCE

Where do real invitations arrive?

Select the email platform first. The core workflow stays consistent; only the connector and permissions change.

Configuration preview: Microsoft 365 → Approved ITB folder → background monitoring → exception review + daily recap.
Critical rules are reviewed before activation; clients do not configure production logic alone.
ADAPTERS, NOT CUSTOM BOTS

Connect what each company already uses.

Each client chooses supported sources and destinations during onboarding. New systems are scoped and tested separately.

Admin configuration
CONNECTED
✉

Microsoft 365

Scoped mailbox folders, email filing and recap delivery.

SUPPORTED
M

Google Workspace

Gmail labels, message intake and filing behavior.

CONNECTED
▦

Smartsheet

Create or update tracked bid records from approved rules.

SUPPORTED
m

Monday.com

Separate connector with board and column mapping.

SCOPE PER CLIENT
X

Excel / SharePoint

Validated by volume, workbook structure and access model.

ADD-ON
+

Other systems

Connector feasibility is confirmed before it is sold or enabled.

DETERMINISTIC BUSINESS LOGIC

AI extracts. Company rules decide.

The model can identify information; the client-approved rules determine what is safe to do automatically.

Versioned per client
01
Watch only the designated ITB sourceNever scan an entire mailbox without explicit approval.
ACTIVE
02
Match project + GC + bid date before creating a new recordPotential duplicates are flagged, not silently merged.
ACTIVE
03
Protect Estimate # and previous bid dataConflicts, rebids and changed scope route to a human.
HUMAN REVIEW
04
Escalate uncertainty, missing fields or low confidenceThe estimator gets the source evidence and can correct the proposed action.
ESCALATE
05
Deliver a daily operational recapCreated, updated, skipped and exception cases are listed for audit.
ACTIVE
VISIBLE, TRACEABLE OPERATIONS

Every action has a source, rule and outcome.

The client can review what happened during the day without having to watch the automation work.

Daily recap preview

Today’s activity