# Punch List From Walkthrough Notes in Minutes

Source: https://maito.app/workflows/turn-walkthrough-notes-into-a-punch-list

Post your walkthrough notes in Slack and Maito turns them into a punch list, with tasks grouped by trade, deadlines flagged and duplicates linked.

Walkthrough notes become tasks by room and trade, and an item only closes when the inspector accepts it.

[Operations](https://maito.app/workflows/team/operations) · [Construction](https://maito.app/workflows/industry/construction) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Linear](https://maito.app/workflows/tool/linear)
-   [Asana](https://maito.app/workflows/tool/asana)
-   [ClickUp](https://maito.app/workflows/tool/clickup)
-   [Jira](https://maito.app/workflows/tool/jira)
-   [Trello](https://maito.app/workflows/tool/trello)
-   Box
-   Dropbox
-   Notion
-   Microsoft 365

## How do you turn walkthrough notes into a punch list?

To turn walkthrough notes into a punch list, post them in Slack and mention Maito. It creates a task for each item in your task tracker, groups them by trade, marks first the ones due before an inspection, links probable duplicates for you to confirm, and sends each trade its list with locations and photos.

## How it's done today

Handwritten notes turn into scattered messages that nobody tracks to completion.

## What Maito does

1.  Split the notes into tasks by location
2.  Assign each to a trade
3.  Collect photo proof of completion
4.  Close only after inspection

## Example

Loop run: None

**Dana** (3:12 PM):

Turn the walkthrough notes I just posted into a punch list. Unit 3 and the stairwell.

**Maito** (3:16 PM):

12 tasks created, grouped by trade.

• Painter (4): touch-up at the entry, bedroom 2 corner, stairwell landing x2  
• Electrician (3): outlet cover in kitchen, 2 dead hall lights  
• Flooring (2): lifted plank in hall, threshold at bath  
• Plumber (2): tub caulk, loose faucet handle  
• Carpenter (1): stairwell handrail bracket

**Catch:** the stairwell handrail needs fixing before the fire inspection on Oct 28, so I've marked it first. Items 7 (Unit 3 tub caulk) and 11 (bath caulk) are probably the same, and I've linked them for you to confirm.

Each task needs a completion photo and your sign-off before it closes.

**Dana** (3:20 PM):

Merge 7 and 11. Send the painter his list.

**Maito** (3:21 PM):

Merged, now 11 tasks. Painter's list sent with locations and photos.

## How to set it up

When you ask Turn walkthrough notes into a punch list

Set up

Nothing to set up. Ask in Slack or by email whenever you need it.

Connect task tracker

-   Linear
-   Asana
-   ClickUp
-   Jira
-   Trello

Connect files

-   Google Drive
-   Box
-   Dropbox
-   Notion
-   Microsoft 365

Use forms

-   Typeform
-   Tally

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It lists what your notes say. It does not walk the unit, so anything the notes leave out will not be on the list.

## Questions

### Which task trackers does it use?

Linear, Asana, ClickUp, Jira or Trello, with notes and photos from Google Drive, Box, Dropbox, Notion or Microsoft 365.

### Can it send lists to subcontractors?

Yes, once you tell it to. It sends each trade only its own items, with locations and photos.

### How does an item get closed?

Each task needs a completion photo and your sign-off before it closes.

## More operations workflows

-   [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs)
-   [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools)
-   [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide)
-   [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean)
-   [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy)
-   [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fturn-walkthrough-notes-into-a-punch-list)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
