Going Further

One of the advantages of working with an AI is that it can process and interpret external information on your behalf. These ideas go beyond basic authoring and show some of the more powerful things you can do when you combine dotBEP with the AI’s ability to read, understand, and act on documents, links, and references.

Migrate an existing BEP

If your project already has a BEP in Word, PDF, or Excel, you do not need to start from scratch. Attach the file to your conversation and ask the AI to read it and recreate its content in dotBEP:

I'm attaching our current BEP document. Please read it and populate our dotBEP project with the information it contains. Start with whatever you can extract and let me know what is missing or unclear.

The AI will go through the document and map the content to the corresponding sections of the BEP: teams, roles, workflows, deliverables, and so on. You can then review and fill in anything it could not interpret automatically.

Follow local BIM guidelines

Many countries and regions have official BIM implementation guides that specify how BEPs should be structured, what roles to define, what deliverables to include, and more. You can give the AI a link to any publicly available guide and ask it to author your BEP in line with those recommendations.

For example, if your project is in Colombia and you want to follow the BIM Kit:

Here is the link to the BIM Kit roles document: [url]. Please read it and add the recommended roles to our BEP as described in the guide.

The same approach works for any publicly accessible regulation, standard, or framework document.

Pull information from project documents

If relevant project information already exists in a document (a contract, a scope of work, a project brief), you can give that document to the AI and ask it to extract what is relevant for the BEP:

I'm attaching the project scope document. Please read it and use the information to populate the project description, objectives, and any deliverables you can identify.

This avoids duplicating work and keeps the BEP consistent with the source documents.

Use an existing BEP as a starting point

If you have a BEP from a previous project that is similar in scope or type, you can ask the AI to use it as a reference when setting up a new one:

I want to create a new BEP for [project name]. It is similar to [existing BEP name]. Please use that BEP as a structural reference and adapt it for the new project, asking me for anything that needs to change.

Create a workflow from a diagram screenshot

If you already have a workflow diagrammed in another tool, you do not need to recreate it manually. Take a screenshot and share it with your AI, asking it to interpret the diagram and create the corresponding workflow in the BEP:

I'm attaching a screenshot of a workflow diagram we already have. Please read it and create the workflow in the BEP, including the process steps and their RACI assignments if they are visible in the diagram.

The AI will do its best to interpret the diagram and map it to the BEP structure. You can then review the result and ask it to adjust anything it misread or left out.

Turn a video tutorial into a project standard

If you come across a video tutorial that explains how to perform a specific activity in a software your project will use, you can ask your AI to watch it and structure its content as a procedural standard for the BEP. This works with any AI client that has YouTube access or video processing capabilities.

Here is a YouTube tutorial on how to perform [activity] in [software]: [url]. Please watch it and write a procedural standard based on its content that we can add to our BEP as a guide for the project team.

The AI will extract the steps, structure them as a standard, and add it to the BEP. You can then review the result and adjust the wording to match your project’s conventions.

Generate role profiles from your workflows

Once a BEP has defined workflows with RACI assignments, you have everything you need to produce grounded hiring profiles. Instead of writing generic job descriptions, you can ask the AI to look at what each role actually does across the project phases: what actions it executes, what it delivers, what tools it uses, and what decisions it owns. The result is a required profile that reflects the real demands of the project, not a standard market description.

Based on the workflows in this BEP, generate a required profile for the [Role] position. Include the key competencies, software knowledge, and experience level this person would need to fulfill all the actions assigned to that role across the project phases.

You can run this for each role that still needs to be filled. The AI will cross-reference the workflow actions, the tools referenced in the BEP, and the deliverables assigned to that role to produce a profile that is specific to your project.

This also works in reverse: if a candidate has a profile that differs from what the BEP demands, you can share both and ask the AI to identify the gaps or suggest how responsibilities could be redistributed to accommodate the available team.

Turn a client meeting into BEP content

One of the most natural sources of BEP information is a project kickoff or client alignment meeting. With the client’s explicit consent, you can record the conversation, run it through a transcription tool, and then share the transcript with your AI to extract what is relevant for the BEP.

I'm attaching the transcript of our project kickoff meeting. Please read through it and extract any information that is relevant for the BEP: project objectives, team structure, deliverables, key milestones, software requirements, and any decisions that were made. Update the BEP with what you find and let me know what you identified.

If a BEP already exists, the AI can also use the transcript to identify updates: new decisions, scope changes, or clarifications that should be reflected in the document.

Here is the transcript of our last coordination meeting. Please compare it against the current BEP and tell me what has changed or what needs to be updated.

Always confirm recording consent with the client before the meeting and follow any applicable privacy regulations in your region.

Ask the AI to review your BEP for completeness

Once a BEP is drafted, you can ask the AI to go through it and identify gaps, inconsistencies, or sections that feel underdeveloped:

Review the current BEP and tell me what sections are incomplete, what information seems inconsistent, and what you would recommend adding or clarifying before we put it into practice.