Can Claude create Fieldwire tasks from site notes?

Yes. Claude can turn notes into tasks, and Helm sets it up so a team member reviews them before they go to trades.

Can Claude read plans in Fieldwire?

Claude works best with task, form and RFI data. It can review plan sheets you share, but it does not replace a person checking the drawings.

Is it safe to connect Fieldwire to Claude?

Yes, when it's set up properly. Helm agrees with you what Claude can see and do, uses the narrowest permissions Fieldwire allows, and keeps everything under your own accounts.

Does this work with ChatGPT or Microsoft Copilot?

Often, yes. Most modern connections use MCP, an open standard that ChatGPT and Copilot Studio also support. We'll confirm what's possible for Fieldwire on the call.

Can Claude connect to Fieldwire?

Yes. Fieldwire doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.

What is Fieldwire?

Fieldwire, part of Hilti, is construction field management software used by site teams to manage tasks, plans, punch lists, inspections, RFIs and submittals.

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What Claude can do with Fieldwire

Read or update, depending on your setup

List tasks on a project and group them by status or trade
Summarise inspection forms and their recorded values
Track open RFIs and submittals
Create tasks from site walk notes for a person to review
Prepare a defects or punch list summary for handover

Who uses it

Site supervisors
Ask Claude for a list of open tasks by trade before the morning toolbox talk.
Project engineers
Have Claude track RFIs and submittals waiting on responses.
Quality managers
Use Claude to summarise inspection forms and outstanding defects.

What your team can ask Claude

“List the tasks on our Maitland project and group them by status.”
“Show me the results of last week's site inspection forms.”
“Turn these site walk notes into tasks for the right trades.”
“Which RFIs are still waiting on a response from the architect?”
“Summarise outstanding defects by trade ahead of handover.”

How it connects

There's no official Claude connector for Fieldwire yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Fieldwire with your team's approval. We'll recommend the right one on a 30-minute call.

Looking after your Fieldwire data

Fieldwire holds project plans, site photos and team details, so Helm limits Claude to the projects your team is assigned to.

Only the access you approve.
Everything stays in your own accounts.
On Claude's business plans, your data isn't used to train AI models.

Want to learn how to connect Fieldwire?

Book a 30-minute intro call and we'll show you how Claude can work with Fieldwire in your business.

Book an intro call

Questions about Claude and Fieldwire

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Acknowledgement of Country

Helm acknowledges the Awabakal and Worimi peoples as the traditional custodians of the land and waters of Newcastle, where we live and work. We recognise their continuing connection to land, waters and community, and a relationship with this place that spans tens of thousands of years.

We pay our respects to Elders past, present and emerging, and extend that respect to Aboriginal and Torres Strait Islander peoples here today.