What is AI in Forerunner?
AI in Forerunner refers to a set of intelligent capabilities that automate repetitive tasks, extract information from documents, and assist you in completing your work. These features are designed to save time while maintaining accuracy.| Capability | Description |
|---|---|
| AI Assistant | Get help filling out records on web and mobile (chat, record audio and transcribe, photos), or on mobile use Live Mode; or configure forms in the records builder |
| Data extraction | Automatically extract field values from Elevation Certificates and other uploaded documents |
| AI action fields | Configure fields that generate values automatically based on prompts you define |
| EC error summaries | Generate AI-powered error summaries when sending Elevation Certificates |
| Conditional logic | Use AI to power smart conditional logic when building record types |
Where you’ll find AI
AI capabilities appear across the platform, integrated into the tools you already use:Records
When creating or editing records, the AI Assistant can help you fill out fields faster. On mobile, record audio and transcribe or upload photos to have the AI Assistant fill out fields. AI action fields can also populate automatically based on configured prompts.Files
When you upload Elevation Certificates, AI can extract key data points and populate fields automatically. You can also configure AI-generated error summaries to include when sending ECs.Records builder
When configuring record types, the AI Assistant can help you set up fields, validation rules, and form structure. AI also powers conditional logic, enabling smarter forms that adapt based on user input.Mobile app
The AI Assistant on mobile lets you record audio and transcribe, or upload photos, so it can fill out fields for you. Complete records faster while you’re in the field without needing to type.Common use cases
AI in Forerunner supports a variety of workflows: Field inspections — Use the AI Assistant with record audio and transcribe or Live Mode to document findings without typing. Upload photos and the AI Assistant fills out fields accordingly. Elevation Certificate processing — Automatically extract data from uploaded ECs, reducing manual data entry and ensuring accuracy. Generate error summaries when certificates have issues. Form configuration — Get AI assistance when building complex record types, including help with conditional logic and field setup. Data collection — Configure AI action fields that generate values based on prompts, automating calculations or summaries within your records.AI policies and data use
We protect your data and keep AI safe and transparent. You’re always in control: AI suggests, you review and decide—and you can change any suggestion before it’s used. Here are the measures we take. Your data is not used to train AI. Under our AI provider’s enterprise terms, your data is processed for your requests only and is not retained for model training. Where data lives and who can access it. Data used for AI (e.g. form input, uploaded documents) is stored in AWS US-East-1 with encryption at rest and in transit, isolated by account. Only authorized users in your account and qualified Forerunner personnel can access it. Data is sent to Google’s Gemini API only for processing when you use AI features. AI is an assistant, not a decision-maker. Every AI suggestion requires your review and an explicit action before it takes effect. AI cannot submit forms, approve applications, or change data on its own. All such actions are logged. Safety and reliability. System prompts are defined on our servers and can’t be changed by users. We use content filtering, input validation, and rate limiting. AI requests and errors are logged; the system fails gracefully so you can complete work manually if AI is unavailable. For full details on encryption, access control, and compliance, see Data security and privacy.Getting started with AI
AI features are available throughout Forerunner. Here’s how to start using them:- Try the AI Assistant on a record — Open any record and look for the AI Assistant to help fill out fields
- Upload an Elevation Certificate — See how AI extracts data automatically from your uploaded documents
- Explore the mobile app — Record audio and transcribe or upload photos for faster field data collection
- Configure AI action fields — Work with your Customer Success Manager to set up fields that generate values automatically
AI features require an active Forerunner account. Some AI capabilities may require configuration by your Customer Success Manager. Contact your CSM to discuss enabling additional AI features for your workflows.