Petra reads the documents you already produce: meeting minutes, contracts, bills of quantities, schedules.
It turns them automatically into documented risks, assigned action items, and a financial exposure picture that keeps itself current.
"The subcontractor claims there is no access to the parking level until Oct 15, with no coordination against the master schedule"
↓ Detected automatically as a risk
Schedule risk · High severity$11,000
Blocked parking access could delay the finishing phase
✓ Action item created and sent to the project manager
Seconds
From meeting minutes to action
Zero
Manual data entry
100%
Documented audit trail
2 languages
Hebrew and English documents, read natively
⚠️ The problem
The critical information about a project, such as decisions from site meetings, scope changes, contract disputes and schedule blockers,
lives today in Word files, WhatsApp groups and the heads of project managers. Nobody above the project manager level
sees it until it is already costing money.
💎 The solution
Petra does not replace your project management tools or your ERP. It is the layer that closes the loop:
from a raw meeting record, through automatic AI risk detection, to a signed, timestamped completion record,
without changing how your project managers already work.
🆕 New: tender pre-screening before you decide to bid
The only capability in Petra that runs before you win the project. Upload the tender documents and Petra finds
dangerous clauses and returns a clear recommendation: bid, bid with conditions, or decline, with a financial exposure picture within
minutes. If the tender is won, every finding moves automatically to the project's risk list.
Capabilities
What the system actually does
Every capability exists to do one of four things: prevent a penalty, stop margin leakage, win a dispute, or give you back working hours.
🆕
Tender pre-screening
Analysis of tender documents before you bid: dangerous clauses, a bid recommendation, and financial exposure within minutes.
📄
Document intelligence
Upload any project document and get an automatic AI extraction of the summary, risks and action items.
✅
Meeting minutes → Actions
Raw meeting minutes turn within seconds into assigned action items, with an email and completion tracking.
💰
Financial exposure
A portfolio view and a drill down to a single project: how exposed you are, right now, with no preparation.
You spot a risky deal before you invest in preparing a bid, not after you have already won and signed. A problematic retention clause, an unrealistic delay penalty or vaguely worded scope surface within minutes, before you spend resources on a price offer.
From the first uploaded document to a live exposure picture
1
Setup
Define the project workspace and upload existing documents
2
AI extraction
Every document is scanned automatically: risks, action items, summary
3
Weekly routine
Automatic report, email to owners, one click completion tracking
4
Exposure picture
A live screen for the whole portfolio and for each project, always current
Start with a pilot
A retrospective test on documents from a past project and on one live project, against success criteria agreed in writing before you start. The pilot fee is credited to year one.
We already run a project management tool and an ERP. Why do we need this?
Petra does not replace them. It reads what already happens in your meetings and documents and exposes the financial risk your project management tools were never built to track. Nothing changes in how your project managers work.
Our project managers already flag risks to us verbally.
Verbally, inconsistently, and usually after the fact. It is the same information, but structured, timestamped, and visible the moment it is said, not when someone remembers to escalate, and not after the penalty clock has already started.
Isn't this just another dashboard we will stop looking at?
The pilot is built for exactly this: 60 to 90 days, a retrospective test on documents from a past project and on one live project, against success criteria agreed in writing before you start. If you continue, the pilot fee is credited to year one. Bring a real delay, penalty or dispute from the recent past. We will show you what Petra would have caught, and when.