Introducing Clearstory Bulk AI Import

Meet Clearstory’s new Bulk AI Import: the fastest way to bring your Change Order Request (COR) backlog into the light, no matter how deep into the job you are.

Let’s be real. Importing a backlog of Change Orders mid-project has always been a pain. You’ve got COR logs stuck in PDFs and spreadsheets. You’ve got 20 different status codes. And up until now, you’ve had two options: start from scratch on the next job, or manually map every field into Clearstory, line by line, status by status.

That changes now.

Introducing Clearstory’s Bulk AI Import.

It’s a game-changer for GCs and Specialty Contractors who thought they were too far into a project to start using Clearstory. Now you can upload an entire COR log, let AI do the heavy lifting on field and status mapping, and review everything inside Clearstory within minutes.

Here’s how it works:

• Upload your file: Drag and drop a PDF 
• Let AI do the mapping: It detects columns, fields, and statuses and matches them to Clearstory’s COR structure for you to confirm. 
• Review and import: Make individual or bulk edits in grid view, then populate your CORs into Clearstory with one click. 

That’s it. No templates. No week-long prep. No “let’s just wait for the next project.” It’s fast and flexible, with full user control to edit or ignore anything that doesn’t belong. Every suggestion is fully editable, and error checks ensure required fields are complete. AI is clearly labeled in the workflow, and every suggestion is yours to confirm or ignore.

Why it matters:

• Take control mid-project. Even if you’re a year in with a messy backlog, now you can instantly bring all that COR data into Clearstory for real-time visibility.
• Speed up adoption. GCs can now roll Clearstory out across multiple in-flight jobs without waiting for a clean slate.
• Gain insight faster. Stop guessing where your exposure is. Start seeing it.

All of this gives teams a faster, simpler way to bring change data into Clearstory without the usual extra manual effort. If you prefer the traditional approach, Clearstory’s classic import is still available for those who love it. And like every AI feature in Clearstory, Bulk AI Import is clearly labeled, fully governed, and always under your control.

This feature is for teams who’ve told us, “We want to use Clearstory, but we’re already too deep into our project.” We heard you. Now there’s no excuse. It’s part of a growing set of Clearstory AI features designed to cut admin time and improve clarity across every step of the Change Order process.

Available now in beta. 

Want to see it in action? Check out our bulk upload Knowledge Base article for a step by step guide, reach out for a demo, or contact your Customer Success Manager.