Intelligent TMI

// EVERY TEAMMATE AMPLIFIED

Every Teammate Amplified.

Intelligent TMI is how we grow the business and amplify our team — together. Practical AI tools, education, and support, built by us, for the way TMI actually works.

Built by the TMI AI & Agent Enablement Committee

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// 01 / CHARTER

What we believe.

Intelligent TMI is how we grow the business and amplify our team — at the same time.

We share what we learn, support each other through AI adoption, and make every teammate faster, sharper, and stronger together.

// PRINCIPLES

Three principles that guide us.

Simple ideas we keep coming back to as we build, learn, and roll things out.

P1

Educate and empower.

AI literacy is foundational. We invest in teaching every teammate to use AI well, before we hand them the tools.

P2

AI-first by default.

When we hit a new problem, we ask "could AI help here?" — so we save time for the work only people can do.

P3

Ship fast, learn together.

Working tools shipped weekly beat perfect tools shipped quarterly. We learn from real use, share what we find, and improve as a team.

// 03 / AI GLOSSARY

AI, in plain language.

New to AI? Start here. Three core ideas to get oriented, plus the terms you'll hear most often — explained the way we'd explain them to a teammate over coffee.

The Big Three

Data In
AI Model
Output
A helpful pattern-spotter

What is AI?

Software that recognizes patterns, generates text or images, and helps with tasks that used to take a person a long time. It's not magic — it's pattern-matching trained on enormous amounts of data, here to help you, not work around you.

At TMI: The recent leap forward came from "large language models" (the brains behind Copilot, Claude, ChatGPT) that can read, write, and reason in plain language — like a very fast research assistant who never gets tired.

Learn more (Microsoft Learn)
Email
Sheet
Search
Form
AI that helps get things done

What is an Agent?

An agent is an AI helper that can DO things for you, not just answer questions. A regular chatbot tells you what to do; an agent goes and does the busywork — sends a draft email, updates a spreadsheet, runs a search — so you can focus on the parts only you can do.

At TMI: Most TMI projects in build (dispatch, forecasting, lead gen) sit in this category — they handle the repetitive steps and hand the judgment back to our team.

Learn more (Microsoft Learn)
Receive
Check
Assign
Bill
The steps it takes to get work done

What is a Workflow?

A workflow is a sequence of steps that gets work done — receive an order, check inventory, assign a crew, bill the customer.

At TMI: AI-powered workflows automate the predictable steps and surface the right information at the right moment, so people focus on judgment, not data shuffling.

Learn more (Microsoft Learn)

More Terms to Know

Hit a word you don't recognize? Ask the chatbot — it'll explain it in TMI terms, no judgment.

// 04 / TALK TO INTELLIGENT TMI

Tell us what's tedious. We'll show you what already exists.

i

Hey 👋 I'm the Intelligent TMI assistant. I'm here to help with the most tedious part of your week. What's eating up your time?

I lose hours every week summarizing long Teams meetings and writing follow-ups.

i

That's the #1 thing teammates tell us. Try this — it's the meeting-summary prompt folks at TMI are already using:

i

Summarize a long Teams meeting

Three-section summary: decisions, action items with owners, open questions. Paste into M365 Copilot in Teams or Word.

i

Want to bring this to AI Office Hours and walk through it live? Book a 15-min slot below — or scroll down for the full prompt and 4 more like it.

Recommends a real prompt, tip, or resource

Records your pain point so we can build for it

Books you into Office Hours when you want a human

// 05 / INITIATIVES

Intelligent TMI Project Roadmap.

Practical AI tools designed to help TMI employees move faster, find answers more easily, reduce manual work, and make better decisions across the business.

Live Now

04
Live Now

AI Agency Bot

What it does ·Finds permit, agency, posting, and traffic control requirements for a project address.

How it helps ·Helps teams reduce manual research time and get reliable project requirements faster.

PermitsEstimatingOperations
Live Now

AI CAD Traffic Planner

What it does ·Generates traffic control plan elements like cones, signs, tapers, and barricades.

How it helps ·Helps speed up planning work and support faster traffic control plan creation.

CADPlanningEngineering
Live Now

AI Base Map Drawing

What it does ·Creates AutoCAD base maps from map imagery and geocoordinates.

How it helps ·Gives teams cleaner starting drawings so traffic control designs can begin faster.

CADPlanningEngineering
Live Now

AI Takeoff Agent

What it does ·Reads traffic control plans and identifies equipment, signs, phases, and quantities.

How it helps ·Reduces manual takeoff work from hours to minutes.

EstimatingTakeoffsOperations

In Progress

06
In Progress

Intelligent Margin Calculator

What it does ·Surfaces margin insights across the quote-to-cash process.

How it helps ·Helps teams make smarter pricing, dispatch, and billing decisions.

SalesDispatchBillingFinance
In Progress

Dispatch Optimizer

What it does ·Matches Traffic Controllers to jobs using availability, skills, certifications, and operational rules.

How it helps ·Helps dispatch teams make faster and more consistent staffing decisions.

DispatchField OperationsWorkforce
In Progress

Sales Lead Gen Agent

What it does ·Finds and ranks potential customer opportunities from public web data.

How it helps ·Helps sales teams discover better leads with less manual research.

SalesGrowthBusiness Development
In Progress

Competitive Intelligence Agent

What it does ·Monitors market activity, competitors, permits, and demand signals.

How it helps ·Helps TMI understand where demand is growing and where new opportunities may exist.

SalesLeadershipStrategy
In Progress

Context Miner Agent

What it does ·Turns internal documents, SOPs, transcripts, and tribal knowledge into searchable company knowledge.

How it helps ·Helps employees find answers faster and reduces dependence on undocumented know-how.

KnowledgeTrainingOperations
In Progress

Revenue Forecasting Agent

What it does ·Creates rolling revenue forecasts by customer, region, and city.

How it helps ·Helps teams anticipate workload, revenue trends, and future business needs.

FinanceOperationsLeadership

In Discovery

03
In Discovery

Voice AI for Recruiting and HR Workflows

What it does ·Explores voice-based AI for candidate screening and documentation-heavy HR workflows.

How it helps ·Could help HR save time while improving consistency in high-volume conversations.

HRRecruitingPeople
In Discovery

AI Branch and Employee Directory

What it does ·Lets employees ask questions about branches, people, roles, and areas of expertise.

How it helps ·Helps employees quickly figure out who to contact and where knowledge lives inside TMI.

BranchesPeopleKnowledge
In Discovery

Bid and Construction Document Reviewing Agent

What it does ·Reviews bid documents and construction plans to extract traffic control requirements.

How it helps ·Helps estimating and planning teams identify key project details faster.

EstimatingBidsPlanning

Exploring Next

03
Exploring Next

Employee Workflow Assistant

What it does ·Potential future initiative being explored to streamline everyday employee workflows.

How it helps ·Could help employees move through routine tasks with less friction.

OperationsPeople
Exploring Next

Unity Knowledge Assistant

What it does ·Potential future initiative being explored to surface in-product help and guidance inside Unity.

How it helps ·Could help users find the right answer without leaving the tool they're working in.

KnowledgeOperations
Exploring Next

Customer Communication Assistant

What it does ·Potential future initiative being explored to support clearer and faster customer follow-ups.

How it helps ·Could help teams communicate with customers more consistently.

SalesOperations

// WHERE THESE TOOLS HELP

Built for the work you do every day.

Intelligent TMI supports work across departments — from estimating and planning to dispatch, sales, HR, and company knowledge.

Estimating + Planning

Helps teams research requirements, review plans, create drawings, and complete takeoffs faster.

  • AI Agency Bot
  • AI CAD Traffic Planner
  • AI Base Map Drawing
  • AI Takeoff Agent
  • Bid and Construction Document Reviewing Agent

Operations + Dispatch

Helps operations teams make better staffing, workload, pricing, and planning decisions.

  • Dispatch Optimizer
  • Intelligent Margin Calculator
  • Revenue Forecasting Agent
  • Context Miner Agent

Sales + Growth

Helps sales teams find opportunities, understand the market, and price work more intelligently.

  • Sales Lead Gen Agent
  • Competitive Intelligence Agent
  • Intelligent Margin Calculator

People + Knowledge

Helps employees find answers, understand who knows what, and reduce tribal knowledge gaps.

  • Context Miner Agent
  • AI Branch and Employee Directory
  • Voice AI for Recruiting and HR Workflows

Have an idea for Intelligent TMI?

If you see a repetitive workflow, hard-to-find answer, or manual process that slows your team down, we want to hear about it.

Suggest an AI Use Case
// 06 / ANATOMY OF A PROMPT

How to write a prompt that works.

Five parts. Get them right and Copilot stops guessing.

¹"Act as a TMI dispatcher." ²"Summarize this Teams meeting transcript ³from this morning’s branch ops standup in under 200 words, as three sections: decisions, action items with owners and dates, open questions."

01

Role

Tell the AI what hat to wear.

"Act as a TMI dispatcher."

02

Task

What you actually want done.

"Summarize this transcript."

03

Context

Background info the AI needs to do it well.

"from this morning’s branch ops standup"

04

Constraints

Rules, limits, what to avoid.

"in under 200 words"

05

Format

How the answer should come back.

"as three sections..."

// VAGUE

What you'd type without thinking

summarize the meeting

Generic summary, missing what you actually need

// STRUCTURED

What you write when you use the 5 parts

¹"Act as a TMI dispatcher." ²"Summarize this Teams meeting transcript ³from this morning’s branch ops standup in under 200 words, as three sections: decisions, action items with owners and dates, open questions."

Specific, scannable, ready to share

Same 30 seconds typing. Different 30 minutes saved.

// 07 / GET STARTED

Four prompts you can paste into Copilot today.

Free with the M365 license you already have. No setup, no install, no IT ticket.

Office, manager, dept-lead

Summarize a long Teams meeting

Summarize this Teams meeting in three sections: 1) Decisions made, 2) Action items with owners and dates, 3) Open questions. Keep each section to bullets, no prose. Flag anything ambiguous as "unclear from the transcript."

Paste into M365 Copilot in Teams while viewing the recording, or in Word with the transcript pasted in. Works best when speakers are named.

Office, dept-lead (estimators, ops, foremen)

Pull traffic-control requirements from a bid or construction document

I'm pasting a bid or construction document below. Extract every detail relevant to traffic control: lane closures, work zones, durations, locations, scope of traffic control needed, MUTCD references, special requirements, and any safety or permit notes. Format as a table with columns: Item, Requirement, Source page or section, Notes.

Paste the document text into M365 Copilot in Word. Works on PDFs converted to text. If the document is long, break it into chapters and run the prompt on each.

All

Summarize a long policy, training, or SOP document

Summarize this document in three layers: 1) The 5-bullet headline (what every teammate needs to know), 2) The "gotchas" (anything easy to miss or commonly missed), 3) The full procedural checklist if there's a process to follow. Flag anything you're not sure about.

Paste the document into M365 Copilot in Word. Works for HR policies, safety manuals, training transcripts, equipment SOPs.

Office, manager, dept-lead (sales, dispatch, CS)

Draft a clear customer follow-up email

Draft a follow-up email for a TMI customer. Context I'll provide below: who the customer is, what we last discussed, what I want to happen next. Goal: professional, friendly, under 100 words, ends with a clear next step or ask. Avoid jargon. Don't sign off — I'll add my name.

Paste into M365 Copilot in Outlook. Add your context (who, last conversation, desired next step) in 2–3 sentences and Copilot drafts it.

More prompts coming. Have one that should be here? Drop it in the chatbot above.

// 08 / WATCH IT WORK

See it in action.

Hand-picked videos from Microsoft and trusted creators — short, practical, and directly applicable to the way TMI actually works.

How to use the Microsoft 365 Copilot app for work

A walkthrough of the Microsoft 365 Copilot app — the front door to AI in the tools you already use every day.

Microsoft 365 Copilot Chat Tutorial for Beginners

A beginner-friendly tour of Copilot Chat — how to start, what to ask, and the basics of getting useful answers.

Prompting basics for Microsoft 365 Copilot

Learn the fundamentals of writing prompts that get Copilot to deliver what you actually need.

Microsoft Copilot Prompts Tutorial

A step-by-step tutorial on building better Copilot prompts for everyday work tasks.

Top 8 ChatGPT Productivity Tips for Work

Eight practical ChatGPT moves that translate directly to faster, cleaner work — emails, summaries, and more.

Master the Perfect ChatGPT Prompt Formula

A simple formula for writing prompts that consistently get high-quality results — in just 8 minutes.

// 09 / LATEST IN AI

What's happening this week in AI.

The latest from across the industry — vendors, researchers, and the trade press. Updated hourly.

// REFRESHED HOURLY

// 10 / OFFICE HOURS

Stuck? Book 15 minutes with the AI team.

Wednesdays, 1–3pm Pacific. We'll work through your problem live or point you at the right resource.

15-minute slots

Books straight to your Outlook + Teams

Hosted by the AI committee, rotating