“Worker turned away at Newman last week. DAS valid in our spreadsheet. Expired in Pegasus by four days. $18,500 gone — not a compliance failure, a re-keying failure. We log into six client portals every fortnight; same induction certificate, six different uploads.”

— WA mining supplier, $22M revenue, 85 workers

Back to Demos

Agent #2

AI Document Control Agent

LiveOne ledger → 6 portals · $18K–$21K/yr

One Worker. Six Portals. One Source of Truth. The Document Control Agent powers Patterns 1–3 — parsing Pegasus, Cm3 and ISNetworld notifications into your worker record, reconciling drift in 30 seconds, and generating portal-shaped upload packages. Plus client reports, SWMS, JSEA and the MSMS bundle for WorkSafe (LGIRS).

6 Portals → 1 LedgerClient Format LibraryWHS (Mines) Regs 2022 Compliant

Agent #2 · Live Demo

One Worker. Six Portals. One Source of Truth.

Same app your team logs into Friday afternoon. Patterns 1–3 (email/PDF parse, CSV reconcile, upload package) walked end-to-end against the live workspace at app.drilledger.com.au/app/documents.

The differentiator

One Worker. Six Portals. One Source of Truth.

Pegasus, Cm3, ISNetworld, Sitepass, MyPass, ERMS — every Tier-1 client wants a different portal. Document Control holds the master compliance ledger and powers Patterns 1–3 against whichever portal a site mandates.

“One worker, three Tier-1 sites: BHP wants Enable, Rio wants Pegasus, FMG wants Workflow. Same induction certificate, three different uploads, every time it expires.”

— WA mining supplier, $22M revenue, 85 workers

Pattern 1

Email & PDF ingest

AI Document Control parses portal emails — expiry warnings, induction confirmations, gate-rejection notices.

Forward your Pegasus, Cm3 and ISNetworld notifications to a DrilLedger inbox. The agent parses the PDF, updates the worker record, and raises an alert before the next swing — so a 30-day DAS warning never sits in a shared mailbox.

Pattern 2

CSV & Excel reconcile

Reconcile portal exports against the master ledger. Drift gets flagged before the gate does.

Admin downloads the portal's weekly compliance export and drops it into DrilLedger. The agent reconciles every worker against the master record and flags drift with dollar exposure — $18,500 per gate rejection, calculated on screen.

Pattern 3

Upload package generator

One DrilLedger record generates a portal-specific upload package. Paste once, not three times.

Worker mobilises to a new client site. DrilLedger bundles current tickets, medicals, photo and inductions into a ZIP plus a field-by-field paste sheet matched to Pegasus, Cm3 or ISNetworld form fields.

Patterns 4 & 5 live on the FIFO demo

Pattern 4 (vendor APIs — Pegasus partner API, Avetta bulk-upload, INX REST) and Pattern 5 (headless-browser push for portals with no API) are built per-portal as part of Cohort 1 / Enterprise onboarding.

See Patterns 4 & 5
Hi! I'm your Document Control Agent. I can generate client reports, safety documentation, equipment audits, and invoices by pulling data from your timesheets, tool register, and safety logs. What would you like to create today?
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Try asking the AI to generate a report, SWMS, or transmittal

Manual Report Creation (8 hours/week)

  • Open last week's report, save as new file, manually update dates
  • Check timesheet calculator, copy hours into Word table cell by cell
  • Look up safety log, manually type incident details into report
  • Check tool register, copy equipment status into report
  • Fix formatting that breaks every time (tables, headers, page numbers)
  • Manually adjust for different client formats (Roy Hill wants charts, BHP wants tables)
  • Export to PDF, rename file with correct naming convention, email to client
  • Repeat for all 5 clients every single week (admin stressed, client reports late)

DrilLedger Document Control Agent (20 minutes/week)

  • Type: “Generate Roy Hill weekly report” in chat
  • AI automatically pulls timesheet hours, safety incidents, equipment status
  • Report generated in 30 seconds with all data populated correctly
  • AI adapts format to Roy Hill preferences automatically (they prefer charts)
  • Review PDF, download, send to client (formatting never breaks)
  • Batch generate: “Create reports for all 5 clients” → AI processes all simultaneously
  • Zero copy-paste errors, zero formatting issues, zero late reports

AI-Powered Generation

Natural language commands like “Generate Roy Hill report” automatically pull data and create professional PDFs.

Integrated Data Sources

Connects to timesheet calculator, tool register, safety logs. AI queries all systems and pulls latest data automatically.

Smart Templates

AI adapts same template to different client preferences. Roy Hill gets charts, BHP gets tables—all from one template.

Massive Time Savings

8 hours/week → 20 minutes/week. That's 7+ hours saved = $1,200/month @ $40/hour admin rate.

8 Document Types with Automatic Numbering

Weekly Client Report

RPT-XX-XXXX
  • • Executive summary
  • • Hours breakdown by worker
  • • Safety incidents update
  • • Equipment status
  • • Cost summary
BHPRioFMGRoy Hill

SWMS

SWMS-XX-XXXX
  • • Task description
  • • Hazards identified
  • • Risk assessment matrix
  • • Control measures
  • • PPE requirements
  • • Emergency procedures
Safety

JSEA

JSEA-XX-XXXX
  • • Job steps breakdown
  • • Hazard identification
  • • Risk ratings
  • • Control measures
  • • Environmental controls
  • • Team sign-off
Safety

Transmittal

TRN-XX-XXXX
  • • Document list enclosed
  • • Purpose & response required
  • • Distribution list
  • • Revision tracking
  • • Transmission method
Admin

Safety Incident Report

INC-XX-XXXX
  • • Incident details
  • • Workers involved
  • • Root cause analysis
  • • Corrective actions
  • • WorkSafe (LGIRS) compliance · SRS-ready · MSMS-linked

Equipment Audit

AUD-XX-XXXX
  • • Tool inventory status
  • • Missing items report
  • • Maintenance required
  • • Value summary

Invoice with Backup

INV-XX-XXXX
  • • Line-item costs
  • • Timesheet backup
  • • Worker breakdown
  • • Payment terms

Tender Response

TND-XX-XXXX
  • • Executive summary
  • • Scope of work
  • • Methodology
  • • Schedule & pricing

Annual Document Control Savings

$18,000 – $21,000

in reduced admin time + eliminated report errors

The Cost of Manual Report Creation

Per Report Time

Copy data, format, check, export

1.5 hrs each

Copy-Paste Errors

Wrong data, client complaints

Trust damage

Formatting Issues

Tables break, headers shift

+30 min fixes

Late Reports

Admin overloaded, deadlines missed

Client risk

Time Savings

Single Report

1.5 hrs → 30 sec

99% faster

Weekly (5 Clients)

8 hrs → 20 min

96% faster

Annual Time Saved

390 hours

@ $40/hr = $15,600

With AI Document Control

0

Copy-paste errors

100%

Data accuracy

Auto

Client formatting

Total Annual Value

Admin time savings + error prevention + on-time delivery

ROI $18K-$21K

per year

Note: Figures based on typical WA mining contractor generating 5 client reports weekly. Admin rate $40/hour. Error prevention value based on reduced rework and maintained client relationships. Actual savings vary based on report complexity and client volume.

Frequently Asked Questions

Common questions about DrilLedger's AI Document Control Agent

How long does it take to generate a client report manually vs with DrilLedger?

Manual client report generation for BHP, Rio Tinto, or FMG typically takes 1.5-2 hours per report — pulling data from multiple sources, formatting to client-specific templates, checking headers and revision numbers. DrilLedger's Document Control Agent generates the same report in under 30 seconds with zero formatting errors.

How does DrilLedger prevent wrong client headers on reports?

The Document Control Agent stores approved templates for each Tier 1 client — BHP, Rio Tinto, FMG, Roy Hill, MinRes. When generating a report, it automatically applies the correct logo, header format, numbering convention, and distribution list. No more accidentally sending a BHP report with an FMG header.

Can DrilLedger batch-generate reports for multiple clients?

Yes. The agent supports batch generation — select multiple projects or clients and generate all reports in one action. Each report uses the correct client template, includes project-specific data, and follows the right numbering sequence. Weekly reporting for 4-5 Tier 1 clients drops from a full day to under 30 minutes.

How does document revision tracking work?

Every document revision is tracked automatically with full audit trail — who changed what, when, and why. The agent maintains revision numbering sequences per document type and client, flags when documents are overdue for review, and ensures only the current revision is accessible. No more searching shared drives for the latest version.

What document types does the Document Control Agent handle?

The agent handles all standard mining contractor documents: progress reports, daily reports, safety reports, transmittals, inspection reports, test certificates, RFIs, and compliance documentation. Templates are configured to match each Tier 1 client's specific requirements.

How much does manual document control cost a WA mining supplier?

WA mining suppliers generating 5+ client reports weekly typically spend $18,000-$21,000 per year on document control admin — formatting, template management, revision tracking, and transmittal logging. That $18,000-$21,000/yr is the Document Control receipt. On top of it, eliminating client-portal re-keying (Pegasus, Cm3, ISNetworld) recovers a further $7,000-$9,000/yr. Combined with Agent #1 (FIFO Mobilisation), the multi-portal pain comes to $115,000-$130,000/yr recovered.

Can DrilLedger integrate with client portals like Pegasus, Cm3, ISNetworld, Sitepass, MyPass and ERMS?

Yes, using five integration patterns. The Document Control Agent powers Patterns 1–3. (1) Email and PDF ingest: forward Pegasus, Cm3 or ISNetworld expiry notifications to a DrilLedger inbox; the agent parses the PDF and updates the worker record before the next swing. (2) CSV and Excel reconcile: drop the portal’s weekly compliance export into DrilLedger and the agent flags drift between portals — valid in DrilLedger but expired in Pegasus, or vice versa. (3) Source-of-truth upload package: DrilLedger holds the master compliance ledger and generates a portal-specific bundle (ZIP plus a field-by-field paste sheet) for whichever Tier-1 site the worker is mobilising to. Patterns 1–3 are available on the standard plan. Patterns 4 (vendor APIs — Pegasus partner API, Avetta bulk-upload, INX REST) and 5 (headless-browser push for portals with no API) are Cohort 1 / Enterprise. Walkthrough: /demo/fifo#client-portal-integration.

Want to see how your whole operation compares?

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Ready to Stop Losing Documents in Shared Drives?

Every revision tracked. Every transmittal logged. Always audit-ready.

Or call 08 6244 7100 (9–5 WST)