TaskFlow / Pitch

The notepad
that reads what you type.

A task platform built for AEC teams who hate task platforms. Plain text in. Real work out. Humans and AI agents working the same page.

_ @smith walk Suite 12 punchlist !high due:tomorrow #inspection
_ @reviewer review the Bldg-3 admin pack #review
_ draft RFI response on slab elevations due:friday
_
DRAFT — INTERNAL PITCH

01 / The Problem

Your team's work lives in five places. None of them is a task list.

Field notes on a phone. Punchlists in a binder. RFIs in Outlook. Reviews in a shared inbox. Reminders on a sticky.

By the time anything gets entered into "the system," the urgency has cooled and the context is gone. So nobody enters it. So the system is empty. So nobody trusts it.

"I don't have time to fight a project management tool just to write down a half-sentence reminder."

What we actually do today

  • Email someone and hope
  • Text someone and hope
  • Hand-write a list at the end of the day
  • Forget the list
  • Apologize on Monday

What that costs

  • Slipped review deadlines
  • Repeat site visits
  • Lost RFIs and contractor change-order leverage
  • No defensible record of who-asked-who-what

02 / Why the big tools fail us

They are built for software teams, not site teams.

Asana / Monday / Jira MS Planner / Teams TaskFlow
Time to enter a task 30–60 seconds, six fields 15–30 seconds, four clicks One line. Hit enter.
Mobile-friendly capture App, login, project, list, form Buried in a tab Same one line, anywhere
AI participation Add-on, separate tool Copilot rewrites, doesn't act Agents are users — assign work to them
Audit trail Yes, hidden behind clicks Patchy Every change, every actor, one keystroke away
Setup before useful Workspaces, projects, templates Plans, buckets, channels Open it. Type.

The honest take — these tools win on bigness. We win on getting out of the way.

03 / The Big Idea

A blank sheet of ruled paper that understands what you wrote on it.

No projects. No buckets. No boards. No setup.

Open TaskFlow and you see ruled paper, a cursor, and the things you owe people. Type a line in plain English. We read it.

The application is the page. The page is the work. The cursor is always blinking, ready.

_ @jones resubmit revised stair calcs to City !med due:wed
_ @reviewer sanity-check Mech section drawings #review
_ @smith photograph membrane lap at parapet
_ @oliver chase contractor on submittal #14 !high
_

The whole product fits in one screenshot. That is the point.

04 / The text grammar

You already know how to use it.

Six tokens. They look like the things you'd scribble in a notebook anyway. Everything else is just words.

You typeWhat we doLooks like
@smithAssigns task to user "smith"@smith
!high  or  !!Marks priority high!high
!med  or  !Priority medium!med
!lowPriority low!low
due:tomorrow / due:friday / due:2026-05-01Sets a due date — natural language finedue:friday
#review   #inspection   #formTags task type — controls who/what handles it#review
~blocked   ~doneSets status inline~blocked

Whatever you type is preserved verbatim — the parser just teaches the system what the line means. Edit the line later and the meaning updates with it.

05 / Keyboard-first

If you can touch-type, you can outrun any other tool on the market.

Capture

  • Ctrl + /   jump to the input line
  • Enter   commit a task
  • @   popup of teammates and agents

Move

  • ↑ / ↓   walk the list
  • Alt + ↑/↓   reorder
  • Enter   edit in place
  • Esc   save and go

Act

  • Ctrl + D   mark done
  • Ctrl + Shift + H   full task history
  • Click a name   filter to that user's lane

No mouse required

Most users never touch one. Field staff capture three lines on a phone in seconds. Project leads run the page at typing speed.

"Email me the task" becomes "type the task" — same mental cost, real artifact at the end.

06 / The unlock

Agents are users.

An AI agent is just another name in the dropdown. @reviewer. @summarizer. @scheduler. You assign them tasks the same way you assign Sarah a task.

_ @reviewer review draft progress claim from Suncorp #review !high
      ↳ @reviewer reassigned to @smith — "Quantities don't reconcile against approved schedule. Needs human eyes on lines 14–22."
_ @smith resolve discrepancy on lines 14–22 due:tomorrow
_

What that means in practice

  • You delegate the boring half of your inbox
  • The agent does what it can, hands back what it can't
  • The audit trail is identical to a human handoff
  • No new UI to learn — same notepad, same line

Built-in tools the agent can use

  • create_task — spawn follow-ups
  • reassign_task — pass to a human or another agent
  • complete_task — finish with a result note
  • update_task — append findings, change status
  • escalate — bump to the configured human

07 / The decision flow

Each agent is a flowchart you can draw.

Open the agent, drag boxes, draw lines. Start node, decision diamonds, action prompts, handoff to a human, end. No code, no YAML.

START
Read task + history
priority == high?
handoff @smith
draft response
confident?
DONE
escalate to admin

Every run is logged: input context, model output, tools called, tokens spent, time elapsed.

08 / Agent workbench

One screen to watch, tune, and trust an agent.

Pane 1 / Tasks
_ review submittal #14 !high
_ summarize meeting transcript
_ classify RFI batch (12)
_ flag missing seal on dwg set
_ tag photos for Suite 8
Pane 2 / Flow Builder
START
classify
routine?
handoff @smith
DONE
Pane 3 / Execution log
14:02 review submittal #14 — 1,840 tok
! 13:51 classify RFI batch — escalated
13:40 summarize meeting — 4,210 tok
13:22 tag photos Suite 8 — 980 tok
13:14 draft response — running

Click any log row to see the exact prompt sent, what came back, what tools fired, and what changed in the database. Nothing happens off-stage.

09 / Inside one agent run

Click a log row. Get the receipt.

EXEC #1842   @reviewer   task #1840   review submittal #14 14:02:00 → 14:02:18   ·   1,840 tok   ·   ✓ success
{
  "system": "You are a submittal-review agent...",
  "task": {
    "id": 1840,
    "title": "review submittal #14 — door hardware",
    "raw_text": "@reviewer review submittal #14 !high #review proj:2026-042",
    "priority": "high",
    "created_by": "smith",
    "history": [ {...3 prior entries...} ]
  }
}

Submittal lists 12 line items vs spec section 08 71 00 (12 items). Quantities reconcile. Lines 14–22 (closer assemblies) reference manufacturer "ABC" — spec lists "ABC or approved equal"; no substitution request on file. Will flag for human eyes and complete the routine portions.

  • update_task append_text="lines 1–13 reconcile against spec 08 71 00"
  • comment_on_task body="ABC closer not on submittal record — substitution request needed"
  • create_task raw_text="@smith resolve ABC closer substitution on submittal #14 due:tomorrow"
  • complete_task result="routine portion approved; one item escalated to @smith"

Children: 1 follow-up task spawned (#1843). Click it to walk that branch.

10 / Use cases — real AEC workflows

Where this earns its keep.

FIELD

Site walks & punchlists

Capture observations on a phone in plain English. @reviewer tags them by trade overnight; PM sees a clean list at 7 a.m.

REVIEW

Submittal & shop drawing review

Send a PDF to the reviewer agent. It checks against spec, flags discrepancies, hands the borderline ones to the engineer.

ADMIN

RFI triage

Agent classifies new RFIs by trade and urgency, drafts a first response, routes to the right consultant.

CONTRACT

Progress claim sanity-check

Reconciles claimed quantities against approved schedule. Routine claims approved. Anomalies escalated with notes.

SAFETY

Inspection forms

#inspection-typed tasks open the right form, prefill site/contractor, and file the signed PDF on completion.

PM

Daily handover

End of day, scheduler agent rolls overdue tasks, surfaces blockers, drafts tomorrow's list per person.

11 / Email-in

Your inbox becomes a task source.

Forward an email to a TaskFlow address. We parse the subject, the body, the attachments. We create a task and assign it to the right person — including an agent.

  • One address per project, per agent, or per workflow
  • Attachments preserved on the task
  • Sender becomes the task creator (auto-mapped)
  • Subject line tokens (@…, !high, due:…) parsed exactly like typed input

Worked example

To: reviewer@taskflow.local
From: Sarah, contractor PM
Subj: RFI 32 — slab elevation @ Grid C5 !high
…3 paragraphs of context, a sketch attached…

Becomes:

_ @reviewer RFI 32 — slab elevation @ Grid C5 !high #review (1 attach)

12 / Other lenses on the same notepad

Same data, different angles. Always one click back to the page.

Notepad

The default. Linear, fast, keyboard-first. The view your team will live in.

Calendar

Anything with a due: token shows up where it belongs. Drag to reschedule.

Per-user lane

Filter by @person for one-on-ones, capacity checks, or daily standups.

Agent log

Every AI run, with the prompt and the cost. Searchable. Defensible.

History

Every change to every task: who, when, from what, to what, with what note.

Admin

Users, agents, costs, email-in addresses. One screen each. No deep menus.

13 / Calendar + per-user lane

Same data. Different angle. One click home.

CALENDAR / APR 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
30
1
2
@oliver site walk
3
4
@reviewer RFI 32
5
6
7
8
@smith punchlist
@scheduler roll-up
9
@smith resolve lines 14–22
@oliver chase #14
10
11
@reviewer Bldg-3 pack
12
13
14
draft RFI
15
16
progress claim due
17
18
@summarizer week roll
19
20

Anything with a due: token slots in. Drag to reschedule.

LANE / @smith — 6 OPEN
_ @smith walk Suite 12 punchlist !high due:apr-08 #inspection
_ @smith resolve discrepancy on lines 14–22 !high due:tomorrow
_ @smith photograph membrane lap at parapet !med
_ @smith sign off on door schedule revision due:apr-15
_ @smith respond to consultant on slab elev !med
_ @smith circulate Bldg-3 admin pack
_

Filter the page to one person. Use it for stand-ups, 1:1s, capacity checks.

14 / Oversight without overhead

You see what the AI does. You see what it costs. You can stop it.

Per-agent cost ledger

Live tally of tokens and dollars by agent, by day. No surprise invoices. No black box.

Roles, not chaos

  • Admin — manage users, agents, billing
  • Power — author agent flows
  • User — capture and complete work

Audit trail

Every task carries its full history. Every agent run carries its full input, output, and tools called. If a contractor disputes a decision, the receipt is one click away.

Built defensible from day one — not bolted on after the first lawsuit.
1
SQLite file = your data
0
Cloud lock-in
Agents you can spin up

15 / Per-agent cost ledger

Tokens. Dollars. Per agent. Per day.

7d 30d 90d
total runs
1,284
total tokens
2.1M
failed
7
est. cost
$18.40
agent30d trendrunsfailedtokensest. costlast run
@reviewer Review Agent 74231.4M$11.8004/27 14:02
@summarizer Summary Agent 3881520k$4.3004/27 13:40
@scheduler Scheduler Agent 1543180k$2.3004/27 09:00

Estimate: blended USD per 1M tokens, (input+output)/2 per model. Adjust rates in pricing.toml.

16 / The admin pages

Three flat lists. No deep menus.

/admin/users
usernamedisplay nametyperoleemailactive
smithSarah Mitchell human admin sarah@lrl.example on
oliverOliver Chen human power oliver@lrl.example on
reviewerReview Agent agent user on
schedulerScheduler Agent agent user off
/admin/agents
usernamedisplayescalationmodelactive
@reviewerReview Agentsmith claude-sonnet-4 on
@summarizerSummary Agentoliver claude-sonnet-4 on
@schedulerScheduler Agentsmith claude-haiku-4-5 off
/admin/email-in
whensendersubjectstatus
14:01 sarah@contractor.ex RFI 32 — slab elev @ C5 imported #1842
13:42 jones@subcontractor.ex submittal #14 — door hardware imported #1840
13:14 noreply@spam.ex (no subject) parse error

17 / Audit trail, one keystroke away

CtrlShiftH   opens the history of the selected task.

Every field. Every actor. Every timestamp. Defensible by default.

18 / Why this matters

Time back, and a record you can stand behind.

Time

The cost of a project tool is the cost of using it, not buying it. We bring task entry from a minute to a sentence. For a 12-person consulting team, that's hours a day.

Quality

Agents handle the routine reviews. Engineers see only the items that need human judgement. Less rubber-stamping. Fewer misses.

Defensibility

Every task, every change, every AI decision is logged. When something goes sideways three years from now, the file is intact.

What we believe a small team gets back

~6h
/week saved on triage
~3h
/week saved on routine review
100%
audit coverage
0
"who-was-supposed-to" emails

Numbers from internal pilot, not survey data — happy to walk through the math.

19 / How it deploys

Local-first. Boring on purpose.

  • Single Python service. Waitress on Windows, no admin rights.
  • One SQLite file holds the whole instance. Back up by copying the file.
  • Anthropic Claude API for agent calls — no other cloud.
  • Email-in via standard IMAP, your existing mail server.
  • Runs on a workstation, a closet PC, or a Linode box. Your call.

What we are not doing

  • No multi-tenant SaaS holding your data hostage
  • No custom AI models on your project files
  • No telemetry to a vendor cloud
  • No bundle of integrations you'll never wire up
If we shut down tomorrow, your tasks, your history, and your audit log are still on your disk. As a file. That you can open.

20 / Roadmap

Shipped, shipping, next.

Shipped

Now
Notepad capture, parser, history, calendar view, agents-as-users, agent flow builder, agent execution log with token cost, email-in, role-based admin, per-agent cost ledger.

Next 90 days

+30d
Mobile-optimized capture page. One-line entry from any phone, no app install.
+60d
Drawings and inspection-form templates wired into #inspection task type.
+90d
Agent marketplace — share flow JSON between firms. Voice capture for site walks.

21 / Cheatsheet

Two columns. Print it. Tape it next to the monitor.

Keys

Enter on inputcreate the task
Enter on selectededit in place
Escsave and exit edit
walk the list
Alt+/reorder selected task
Ctrl+Dtoggle done
Ctrl+Shift+Hhistory dialog
Ctrl+/jump to input line
Ctoggle comment thread
@ in a taskopen user autocomplete
?open this help

Tokens

@usernameassign to user (human or agent)
!high · !med · !lowpriority — !! = high, bare ! = med
due:tomorrownatural date or due:2026-05-01
#review #inspectiontask type — routes to right agent
~done · ~blockedset status inline
file:"C:/…/A101.pdf"attach a file path (click opens it)
sheet:A101resolve via drawings.toml
#rfi+ · #co+auto-number per project
after:42blocked until task #42 is done
every:friday · every:1wrecurring — respawns when done
template:rfiexpand a stub with prompts

Tokens parse in any order. Raw text is preserved verbatim.

22 / Get started

Try it on one project for one week.

No procurement. No migration. Pick a live project, point your team at the URL, ask them to capture work in plain English for five working days.

Day 1

Three users, one project, capture only. Don't change any other workflow.

Day 3

Turn on @reviewer for one task type. Watch the log.

Day 5

Compare what's in TaskFlow against your inbox. Decide.

Questions?

The page is the demo. Let's open it.

TaskFlow — built at LRL Associates. Local. Honest. Fast.

Appendix

The actual
screenshots.

The slides above were drawn on the same paper the rest of the deck is on, so the aesthetic stays clean. The next pages are unedited captures of the running app.

Tasks notepad
A1 Tasks — the notepad / main page
Calendar view
A2 Calendar — tasks by due date
Agent workbench
A3 Agent workbench — tasks / flow / log
Agent execution trace
A4 Agent execution trace — one run, expanded
Per-agent cost ledger
A5 Per-agent cost ledger
Admin users
A6 Admin / users
Admin agents
A7 Admin / agents
Admin email-in
A8 Admin / email-in
User guide
A9 User guide / cheatsheet
TaskFlow / pitch — 1 / 33
← / → / space