Use Case
Datagrid's Submittal-Builder Agent standardizes transmittal formatting, enforces cover sheet fields, and verifies submittal packages across connected project tools without manual assembly.
Transmittal cover sheets sit in one PM's Word template while submittal attachments live in a project management platform, so formatting shifts from project to project.
Some packages include action-requested fields. Others skip revision identifiers or sender and recipient details. That inconsistency drives rework before acceptance. Any deviations from contract requirements must be clearly indicated in both the submittal and its transmittal letter, or the package risks rejection as incomplete.
The Submittal-Builder Agent executes submittal assembly workflows between file selection and final approval. Project teams select which project files belong in a package and approve the final output. The agent connects to project tools, structures cover sheets, and compiles the final PDF. It requires operator-provided cover page PDFs and approved files chosen during the build workflow.
The Submittal-Builder Agent connects to platforms like PlanGrid, Revizto, and Acumatica. It pulls project files, field data, and selected attachments into a single workspace.
The Submittal-Builder Agent parses specs and generates cover sheets that capture sender, recipient, action requested, and item lists in the standard transmittal format (e.g., [AIA G810](https://aiacontracts.com/documents/g810-2001?_gl=1*41gv44*_gcl_au*MTE4NjU1Njg3OS4xNzc3MDU1NDkx)). Sequential numbering, CSI MasterFormat section references, and resubmittal suffixes populate automatically based on project data.
The Submittal-Builder Agent validates that required fields are present and flags compliance gaps earlier in the workflow, before the package reaches a reviewer's queue. Missing action-requested designations, absent revision identifiers, or incomplete item lists get caught during assembly rather than during review.
The Submittal-Builder Agent assembles the complete submittal package, from cover page through all selected attachments, into a single structured PDF.
Operator-provided cover page PDFs with project-specific branding and formatting
Project files pulled from connected platforms (PlanGrid, Revizto, Acumatica, BigQuery)
Field data including spec section numbers, drawing references, and revision identifiers
Approved files chosen during the submittal build process
Selected project files and attachments designated for the specific transmittal package
Complete submittal packages with properly formatted cover sheets capturing sender, recipient, action requested, and item lists
Final PDF compiled from cover page through all attachments in a single deliverable
Structured reports documenting package contents and assembly sequence
Action items flagged during compliance cross-checking
From spec parsing to submission. This agent connects directly to procurement workflows, where approved submittals trigger material ordering and vendor coordination. It also connects to RFI workflows: when the agent flags deviations or missing information during assembly, project teams can route those gaps into RFI cycles through Slack-based notifications instead of discovering them later during review. Keeping transmittal data accurate at the point of assembly protects downstream workflows that depend on knowing what was sent, to whom, and what action was requested.
The Submittal-Builder Agent works across the project systems teams already use to assemble, validate, and move submittal packages forward without manual handoffs.
PlanGrid
Connect PlanGrid to Datagrid and automate RFI workflows, submittal tracking, sheet sync, and field data processing with agentic AI agents.
BIM 360 Build
Connect BIM 360 Build with Datagrid to automate RFI processing, submittal tracking, and cross-project reporting with agentic AI.
Procore
Connect Procore to Datagrid to automate document workflows, sync project financials, and run AI agents across RFIs and budgets.
Acumatica
Connect Acumatica to Datagrid to automate ERP data extraction and run agentic workflows.
Revizto
Connect Revizto with Datagrid to automate BIM issue routing, analysis, and coordination with AI.
With project files, tracking data, ERP records, and team notifications connected, every transmittal package is easier to assemble, cross-check, and route into downstream review and procurement workflows.
The Submittal-Builder Agent generates cover sheets with a consistent field structure on every package: project name, sequential transmittal number, sender, recipient, items transmitted, transmission method, and action requested. This formatting applies regardless of which PM initiates the build. After the PM selects the package contents, the Submittal-Builder Agent enforces the standard administrative wrapper format. Project teams still provide the cover page PDF and approve the final output.
During the guided assembly workflow, the Submittal-Builder Agent cross-checks package contents against required fields. Missing action-requested designations, absent item lists, or incomplete sender or recipient information get flagged at assembly time. Catching these gaps before submission reduces the likelihood of packages stalling in review.
The Submittal-Builder Agent executes assembly and formatting work while human reviewers evaluate technical content, confirm that submittals match contract requirements, and make approval decisions. The agent handles the administrative sequence: pulling project files from connected systems, populating cover sheet fields, and compiling the final PDF. Project engineers spend time on technical review instead of manual file compilation.
The Submittal-Builder Agent connects to project platforms including PlanGrid for submittal tracking and Acumatica for ERP data extraction. Each transmittal receives a sequential number with resubmittal suffixes tracked automatically. Structured reports document what was sent, when, and what action was requested. Operations leadership gets a consistent view across the project portfolio without reconciling data from disconnected systems.
When a submittal requires revision, the Submittal-Builder Agent assigns the original transmittal number with the approproiate alphabetic suffix. Updated files selected during the rebuild process replace prior versions in the package, and the cover sheet reflects the current revision status. The full assembly sequence runs again from cover page to final PDF and maintains the same formatting standards on resubmittals that applied to the original package.
Datagrid standardizes transmittal assembly so every package is complete and ready for downstream review.
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