Keep humans in the loop

AI should augment human judgment, not replace it. Bex is built around approval workflows that keep your people in control of every decision, and harmonic mean assigns a dedicated customer success manager to handle all AI customization and optimization on your behalf.

Jump to:

Automation is only valuable if you can trust it. That's why most Bex workflows include an approval gate: a checkpoint where a human reviewer confirms Bex's work before anything is committed to your system of record.

This isn't a formality. Construction documents are high-stakes. A misassigned observation can send the wrong subcontractor to the wrong location. A lien notice routed to the wrong person can mean a missed deadline. The approval step ensures that Bex's speed and accuracy are paired with the contextual judgment that only your team can provide.

The key difference from manual processing is what you're reviewing. Instead of spending an hour reading a PDF and keying data into Procore, you spend a couple of minutes reviewing a clean summary that Bex has already prepared.

Here's a typical observation report workflow with Bex:

  1. A consultant or superintendent emails a deficiency report (PDF, Word doc, spreadsheet, or just plain text and photos) to Bex.
  2. Bex reads the document and extracts every issue, regardless of format.
  3. For each issue, Bex selects the responsible trade, issue type, assignee, and other fields using advanced fuzzy matching against your project setup.
  4. Bex emails an approval request to the designated project engineer or manager, showing all extracted issues and the field values it chose.
  5. The reviewer can reply in plain language to make corrections ("assign the drywall items to Rivera instead of Chen") or simply approve.
  6. If corrections were made, Bex sends an updated summary for final confirmation.
  7. Once approved, Bex saves the data to your system of record and notifies assignees.

Even with the approval cycle, this process takes minutes instead of hours. The human stays fully in control while Bex handles the heavy lifting.

Other modules (lien management, invoices, closeout prep) follow the same pattern: Bex does the extraction and preparation, a human reviews and approves, and then Bex commits the data. The specifics vary by workflow, but the principle is constant: nothing gets saved without your say-so.

To see real examples of these conversations in action, visit our examples and results page.

When you become a harmonic mean customer, you're assigned a dedicated Customer Success Manager (CSM) who handles everything related to Bex's configuration and ongoing optimization.

During onboarding, your CSM customizes Bex to follow your organization's rules: role-based access controls, approval routing, notification preferences, and even tone of voice. If your project engineers prefer terse summaries while your executives want more detail, Bex adapts accordingly.

As the experts in AI, we handle all of Bex's "training" so you never have to. In practice, this usually means refining system prompts and adjusting configurations rather than anything as involved as fine-tuning a model. But whatever the technical approach, the point is the same: your team focuses on your business is, and we keep the AI performing at its best.

This relationship doesn't end after onboarding. As your needs evolve, your CSM adjusts Bex's behavior. As new AI capabilities become available, we evaluate whether they'd benefit your workflows and roll them out when warranted. You get the advantages of a rapidly advancing technology without having to track it yourself.

Bex is designed to make your team faster, not to take decisions out of their hands. Approval workflows keep humans in control of every data commit, and a dedicated CSM from harmonic mean ensures that Bex stays tuned to your organization's needs over time. The result is automation you can trust and a partner invested in your long-term success.