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AI agent for land surveyors

Survey Deliverable Package Check Agent

Release a package that meets the contract and agency checklist with no inconsistencies.

Quality controlComplianceReal estate and construction
See how it worksGet access
Survey Deliverable Package Check Agent: what goes in, what the agent does and what you get

What it does

A final package is returned because one required item was missing, such as a certification, a legend entry or a point file. This agent compares the contract and the agency checklist with the files in the package, line by line, and flags missing or inconsistent items. It checks that the same job number, date and parcel appear everywhere, and that the drawing matches the data files. It fixes what it can in a working copy and flags the rest. After fixes, it rechecks. You approve release and stamping. Edge case: the plat lists a basis of bearings that differs from the point file, and the agent flags it.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Survey package is ready for release 2 USES A TOOL Read the contract and agency checklist 3 USES A TOOL List the files in the package 4 DOES Check that each required item is present 5 DOES Compare job number, date, parcel and basis ofbearings across files 6 CHECKS THE RESULT Is every item present and consistent? If not: List missing items and mismatches. Back to step5. 7 DOES Fix text and label problems in the working copy andflag content problems for the surveyor 8 USES A TOOL Recheck the package 9 CHECKS THE RESULT Does the package now pass? If not: Keep the open items and repeat the fixes. Backto step 7. 10 YOU APPROVE Surveyor approves release and stamping 11 RESULT Release checklist and package
Read the steps as a list
  1. Survey package is ready for release
  2. Read the contract and agency checklist
  3. List the files in the package
  4. Check that each required item is present
  5. Compare job number, date, parcel and basis of bearings across files
  6. Is every item present and consistent?If not: List missing items and mismatches. Back to step 5.
  7. Fix text and label problems in the working copy and flag content problems for the surveyor
  8. Recheck the package
  9. Does the package now pass?If not: Keep the open items and repeat the fixes. Back to step 7.
  10. Surveyor approves release and stampingThe agent waits here for your OK.
  11. Release checklist and package

How it decides

It checks each required item for presence and then for consistency across files. It fixes labels and text and flags content problems for the surveyor.

  • A missing required item blocks release
  • Basis of bearings must match across files
  • Job number and date must be the same on every sheet
  • Content problems go to the surveyor, not the agent

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checklist used
  • File types checked
  • Consistency fields
  • Who approves release
  • Tolerance for text fixes

What keeps you in control

It always asks you first

  • Release and stamping

Hard limits

  • Never stamps or signs
  • Never changes survey data
  • Keeps the checklist record

It stops when

  • Done: package passes all checks
  • Stop: surveyor must supply a missing certification

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA 9-sheet package for a county had 24 required items. The agent found a missing legend entry, a date of 12 March on sheet 3 against 14 March elsewhere, and a point file in a different datum. It fixed the first two. The recheck still showed the datum issue, so the check failed. The surveyor corrected it and approved the stamp.

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