Intelligent TMI

// EVERY TEAMMATE AMPLIFIED

Every Teammate Amplified.

Intelligent TMI is how we grow the business and amplify our team — together. Practical AI tools, education, and support, built by us, for the way TMI actually works.

Built by the TMI AI & Agent Enablement Committee

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// 01 / CHARTER

What we believe.

Intelligent TMI is how we grow the business and amplify our team — at the same time.

We share what we learn, support each other through AI adoption, and make every teammate faster, sharper, and stronger together.

// PRINCIPLES

Three principles that guide us.

Simple ideas we keep coming back to as we build, learn, and roll things out.

P1

Educate and empower.

AI literacy is foundational. We invest in teaching every teammate to use AI well, before we hand them the tools.

P3

AI-first by default.

When we hit a new problem, we ask "could AI help here?" — so we save time for the work only people can do.

P4

Ship fast, learn together.

Working tools shipped weekly beat perfect tools shipped quarterly. We learn from real use, share what we find, and improve as a team.

// 03 / AI GLOSSARY

AI, in plain language.

New to AI? Start here. Three core ideas to get oriented, plus the terms you'll hear most often — explained the way we'd explain them to a teammate over coffee.

The Big Three

Data In
AI Model
Output
A helpful pattern-spotter

What is AI?

Software that recognizes patterns, generates text or images, and helps with tasks that used to take a person a long time. It's not magic — it's pattern-matching trained on enormous amounts of data, here to help you, not work around you.

At TMI: The recent leap forward came from "large language models" (the brains behind Copilot, Claude, ChatGPT) that can read, write, and reason in plain language — like a very fast research assistant who never gets tired.

Learn more (Microsoft Learn)
Email
Sheet
Search
Form
AI that helps get things done

What is an Agent?

An agent is an AI helper that can DO things for you, not just answer questions. A regular chatbot tells you what to do; an agent goes and does the busywork — sends a draft email, updates a spreadsheet, runs a search — so you can focus on the parts only you can do.

At TMI: Most TMI projects in build (dispatch, forecasting, lead gen) sit in this category — they handle the repetitive steps and hand the judgment back to our team.

Learn more (Microsoft Learn)
Receive
Check
Assign
Bill
The steps it takes to get work done

What is a Workflow?

A workflow is a sequence of steps that gets work done — receive an order, check inventory, assign a crew, bill the customer.

At TMI: AI-powered workflows automate the predictable steps and surface the right information at the right moment, so people focus on judgment, not data shuffling.

Learn more (Microsoft Learn)

More Terms to Know

Hit a word you don't recognize? Ask the chatbot — it'll explain it in TMI terms, no judgment.

// 04 / TALK TO INTELLIGENT TMI

Tell us what's tedious. We'll show you what already exists.

i

Hey 👋 I'm the Intelligent TMI assistant. I'm here to help with the most tedious part of your week. What's eating up your time?

I lose hours every week summarizing long Teams meetings and writing follow-ups.

i

That's the #1 thing teammates tell us. Try this — it's the meeting-summary prompt folks at TMI are already using:

i

Summarize a long Teams meeting

Three-section summary: decisions, action items with owners, open questions. Paste into M365 Copilot in Teams or Word.

i

Want to bring this to AI Office Hours and walk through it live? Book a 15-min slot below — or scroll down for the full prompt and 4 more like it.

Recommends a real prompt, tip, or resource

Records your pain point so we can build for it

Books you into Office Hours when you want a human

// 05 / INITIATIVES

What we're building, together.

Three internal AI helpers in active development, each aimed at real bottlenecks in how TMI gets work done.

React, comment, or share what you'd use it for — your input shapes what we ship next.

In Build

AI Agency Bot

Permits and ordinances research, by address.

An assistant that lives inside Unity. Provide any project address and it auto-researches the web for everything traffic planning needs to know about that location — permitting requirements, local ordinances, lane closure rules, jurisdiction-specific quirks. Saves estimators and planners hours of manual lookup per bid.

In Build

Unity ERP Support Agent

Your in-Unity guide, available 24/7.

Embedded in Unity, this agent answers "how do I…" questions about rental orders, billing edge cases, dispatch workflows, and the rest of TMI's institutional knowledge. Trained on captured tribal knowledge from training transcripts and SOPs — so the answer matches how TMI actually operates, not how a generic ERP guide thinks it should.

In Build

AI Traffic Plan Generator

From bid doc to traffic control plan, in minutes.

Ingests bid documents and construction plans, extracts the traffic-control requirements (lane closures, work zones, durations, MUTCD references), and produces a structured TCP draft for human review. Cuts hours off the planning pipeline for every project.

// 06 / ANATOMY OF A PROMPT

How to write a prompt that works.

Five parts. Get them right and Copilot stops guessing.

¹"Act as a TMI dispatcher." ²"Summarize this Teams meeting transcript ³from this morning’s branch ops standup in under 200 words, as three sections: decisions, action items with owners and dates, open questions."

01

Role

Tell the AI what hat to wear.

"Act as a TMI dispatcher."

02

Task

What you actually want done.

"Summarize this transcript."

03

Context

Background info the AI needs to do it well.

"from this morning’s branch ops standup"

04

Constraints

Rules, limits, what to avoid.

"in under 200 words"

05

Format

How the answer should come back.

"as three sections..."

// VAGUE

What you'd type without thinking

summarize the meeting

Generic summary, missing what you actually need

// STRUCTURED

What you write when you use the 5 parts

¹"Act as a TMI dispatcher." ²"Summarize this Teams meeting transcript ³from this morning’s branch ops standup in under 200 words, as three sections: decisions, action items with owners and dates, open questions."

Specific, scannable, ready to share

Same 30 seconds typing. Different 30 minutes saved.

// 07 / GET STARTED

Four prompts you can paste into Copilot today.

Free with the M365 license you already have. No setup, no install, no IT ticket.

Office, manager, dept-lead

Summarize a long Teams meeting

Summarize this Teams meeting in three sections: 1) Decisions made, 2) Action items with owners and dates, 3) Open questions. Keep each section to bullets, no prose. Flag anything ambiguous as "unclear from the transcript."

Paste into M365 Copilot in Teams while viewing the recording, or in Word with the transcript pasted in. Works best when speakers are named.

Office, dept-lead (estimators, ops, foremen)

Pull traffic-control requirements from a bid or construction document

I'm pasting a bid or construction document below. Extract every detail relevant to traffic control: lane closures, work zones, durations, locations, scope of traffic control needed, MUTCD references, special requirements, and any safety or permit notes. Format as a table with columns: Item, Requirement, Source page or section, Notes.

Paste the document text into M365 Copilot in Word. Works on PDFs converted to text. If the document is long, break it into chapters and run the prompt on each.

All

Summarize a long policy, training, or SOP document

Summarize this document in three layers: 1) The 5-bullet headline (what every teammate needs to know), 2) The "gotchas" (anything easy to miss or commonly missed), 3) The full procedural checklist if there's a process to follow. Flag anything you're not sure about.

Paste the document into M365 Copilot in Word. Works for HR policies, safety manuals, training transcripts, equipment SOPs.

Office, manager, dept-lead (sales, dispatch, CS)

Draft a clear customer follow-up email

Draft a follow-up email for a TMI customer. Context I'll provide below: who the customer is, what we last discussed, what I want to happen next. Goal: professional, friendly, under 100 words, ends with a clear next step or ask. Avoid jargon. Don't sign off — I'll add my name.

Paste into M365 Copilot in Outlook. Add your context (who, last conversation, desired next step) in 2–3 sentences and Copilot drafts it.

More prompts coming. Have one that should be here? Drop it in the chatbot above.

// 08 / WATCH IT WORK

See it in action.

Hand-picked videos from Microsoft and trusted creators — short, practical, and directly applicable to the way TMI actually works.

How to use the Microsoft 365 Copilot app for work

A walkthrough of the Microsoft 365 Copilot app — the front door to AI in the tools you already use every day.

Microsoft 365 Copilot Chat Tutorial for Beginners

A beginner-friendly tour of Copilot Chat — how to start, what to ask, and the basics of getting useful answers.

Prompting basics for Microsoft 365 Copilot

Learn the fundamentals of writing prompts that get Copilot to deliver what you actually need.

Microsoft Copilot Prompts Tutorial

A step-by-step tutorial on building better Copilot prompts for everyday work tasks.

Top 8 ChatGPT Productivity Tips for Work

Eight practical ChatGPT moves that translate directly to faster, cleaner work — emails, summaries, and more.

Master the Perfect ChatGPT Prompt Formula

A simple formula for writing prompts that consistently get high-quality results — in just 8 minutes.

// 09 / LATEST IN AI

What's happening this week in AI.

The latest from across the industry — vendors, researchers, and the trade press. Updated hourly.

// REFRESHED HOURLY

// 10 / OFFICE HOURS

Stuck? Book 15 minutes with the AI team.

Wednesdays, 1–3pm Pacific. We'll work through your problem live or point you at the right resource.

AVAILABLE SLOTS · OUTLOOK SYNCACTIVE

15-minute slots

Books straight to your Outlook + Teams

Hosted by the AI committee, rotating