Use case · Field operations

Speak the findings on site. Review the report before you leave.

An auditor should spend time observing, measuring, and judging—not reconstructing the day from notes back at a desk. A mobile workflow can combine spoken findings, photos, measurements, and the required audit structure into a complete draft that the auditor reviews, corrects, and signs electronically. The scenario arose from customer conversations and has not yet been implemented by AutoMates.

What this means in practice

Capture evidence in the moment

Voice, photos, files, measurements, asset IDs, and checklist context stay attached to the finding while the site is still in view.

Check completeness before departure

The workflow can flag a missing photo, measurement, classification, or follow-up question while it is still practical to collect it.

The auditor remains the author

AI structures and drafts. The qualified person verifies the evidence, changes the wording, owns the judgment, and signs the report.

On site

Capture the finding once—without breaking the inspection flow.

The mobile interface should be faster than handwriting and more structured than a voice recorder. It follows the real audit sequence and works around the evidence the final report requires.

Speak naturally

The auditor dictates the observation, risk, context, and recommended action in their own words. The system separates facts, interpretation, and follow-up without losing the original recording or transcript.

Attach measurable evidence

Photos, instrument exports, readings, documents, asset identifiers, and timestamps are assigned to the correct finding instead of being sorted manually at the end of the day.

Know what is still missing

Before the audit closes, the workflow compares collected evidence with the required template and asks for specific gaps rather than producing an apparently complete but unsupported report.

From evidence to report

Turn field input into a controlled document flow.

The report structure, terminology, rating logic, mandatory fields, and signature path are configured around the client and audit type—not invented by the model.
01

Capture

Collect voice, text, photos, measurements, documents, and the relevant location or asset context through one mobile workflow.

02

Structure

Map each item to the audit template, finding category, requirement, severity logic, and supporting evidence.

03

Check

Flag contradictions, missing evidence, unclear references, and required fields before the draft is treated as complete.

04

Draft

Generate consistent findings, an executive summary, corrective actions, and appendices while preserving traceability to the source material.

05

Approve

The auditor reviews, corrects, and electronically signs. Only the approved version moves into the document, quality, or customer system.

Beyond faster writing

Improve the quality of the evidence—not only the speed of the report.

Prevent avoidable return visits

A real-time completeness check can identify a missing serial number, photograph, measurement, or clarification while the auditor is still on site.

  • Template-specific prompts
  • Evidence linked to each finding
  • Uncertainty made visible

Create a usable operational view

Once approved reports are structured consistently, authorised managers can see recurring findings, overdue actions, high-risk assets, and patterns across locations.

  • Role-specific access
  • Trend and exception views
  • Links back to signed source reports

Common questions

Answers before the call.

Clear answers to the practical questions that usually come up before a first conversation.

Does AI make the audit decision?

No. It can organise evidence, check completeness, apply configured logic, and draft the report. The auditor remains responsible for professional judgment, corrections, approval, and signature.

Can it follow our existing report template and terminology?

Yes, if the template, mandatory fields, terminology, rating rules, and evidence requirements can be made explicit. Process Discovery identifies the variations and exceptions that the workflow must support.

What if connectivity is poor on site?

An offline-tolerant capture flow can be part of the design where the mobile environment requires it. Local storage, synchronisation, device security, and conflict handling must be designed against the actual field conditions and data sensitivity.

AutoMates

How much of the audit still happens after the auditor leaves?

Bring one report template, the evidence collected on site, and the current review path. We will look for the smallest workflow that saves time without weakening professional control.