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Use Case

Automate Engineering Submittals with AI

ProductAgentsUse CasesAutomate Engineering Submittals with AI

On this page

Job to Be DoneThe Operational ProblemHow It WorksInputs & OutputsWorkflow ContextWorks WithFAQGet Started

Verify spec compliance, enforce submittal requirements, and deliver structured pre-screening across specs, drawings, and engineering submittals before formal review begins.

➡️

Try the Summary Spec Submittal Agent

Compare submittals against specifications to quickly identify compliance gaps and reduce review risk.

Use Agent →

The Operational Problem

Calcs, load data, structural details, and product data sheets arrive from multiple subcontractors in different formats, while the specs they need to comply with sit in email attachments, project systems, and shared drives. Project engineers piece together these scattered project files manually before any cross-referencing can begin.

They manually extract submittal requirements from specification books, cross-check them against incoming packages, and flag discrepancies line by line. That work is hard to quality-check at scale because verification often means repeating the same review. Late design errors are more expensive to resolve after materials are fabricated and scope misalignments move downstream.

How Summary Spec Submittal Agent Automates This

The Summary Spec Submittal AI agent executes the compliance cross-referencing work between submittal receipt and the design team's technical review. It does not replace PE or PM judgment on design intent, structural adequacy, or equivalency determinations. It delivers a structured pre-screening so licensed reviewers spend their time on engineering decisions, not project file lookups.

1

Ingest specifications and submittals

The Summary Spec Submittal AI agent ingests project specifications organized by applicable spec sections alongside contractor-provided submittals, including calcs, load data, structural details, and product data sheets. Related drawings, RFIs, and connected project files are linked for full project context.

2

Compare requirements against submittal contents

The AI agent compares what each specification section requires against what the submittal actually provides. It searches across specs, drawings, RFIs, and submittals to ground every comparison in documented project requirements, not assumptions.

3

Flag missing items and compliance gaps

The AI agent identifies missing submittal components, non-compliant items, and scope misalignments between submitted materials and the applicable specification sections. Drawing set comparisons also detect material changes and scope creep before field deployment.

4

Generate a compliance summary and checklist

The AI agent delivers a concise compliance summary and structured checklist detailing missing items, misalignments, and critical discrepancies so project teams can route issues for resolution before the formal review cycle begins and before procurement or installation commitments are made.

Inputs & Outputs

Inputs

  • Project specifications and applicable spec sections, organized by CSI division or project-specific structure

  • Contractor-provided submittals including calcs, load data, structural details, and product data sheets

  • Related drawings referenced in or connected to the submittal package

  • RFIs (Requests for Information) that clarify or modify spec requirements

  • Connected project files that add project context

Outputs

  • Concise compliance summary identifying where the submittal aligns, and where it deviates, from applicable spec sections

  • Structured checklist of missing items that the spec requires but the submittal does not address

  • Flagged misalignments between submitted materials and specification requirements

  • Critical discrepancy report highlighting scope conflicts, material changes, and non-compliant components that require resolution before the design team's review

Workflow Context

The Summary Spec Submittal Agent operates inside the submittal review and compliance workflow, the quality gate between contractor submission and design team approval. This AI agent routes findings into procurement workflows by clarifying scope alignment before material orders are placed. It also routes issues into RFI workflows by flagging specification ambiguities that require formal clarification.

Drawing comparison outputs connect to change management and field deployment workflows, identifying scope creep and material changes that affect installation sequencing. Across multiple active jobs, consistent pre-screening keeps fabrication scheduling, field coordination, and review workflows aligned to current project requirements.

Works With

The Summary Spec Submittal Agent connects to the document systems project teams already use without custom integration work.

Procore

Procore

Supports submittal review workflows where contractor packages, related drawings, and compliance findings stay organized around active project records.

PlanGrid

PlanGrid

Helps teams work against current drawing sets when comparing submittal contents, revisions, and field-facing documentation tied to specification requirements.

SharePoint

SharePoint

Extends review coverage to shared project folders where specs, supporting documents, and reference files are often stored outside formal submittal systems.

Trimble Connect

Trimble Connect

Connects drawing and document coordination workflows so material changes, scope shifts, and supporting files can be reviewed alongside submittal requirements.

Oracle Aconex

Oracle Aconex

Supports controlled document review environments where submittals, transmittals, and compliance records stay aligned across project participants.

When these systems stay connected, project teams review submittals against the right documents faster and surface compliance gaps earlier.

Frequently Asked Questions

The AI agent compares submitted items, including calcs, load data, structural details, and product data, directly against the applicable specification sections before any PE or PM opens the package. It cross-checks related drawings, RFIs, and connected project files to identify where the submittal diverges from documented project requirements. A structured checklist flags missing items and critical discrepancies before formal review begins.

No. The AI agent executes the cross-referencing and compliance comparison work, the hours spent manually checking whether a submittal addresses every applicable spec requirement. Licensed engineers still make design intent determinations, review whether calculations make sense structurally, and evaluate material substitution equivalency. The AI agent delivers the compliance baseline so reviewers can focus on engineering judgment rather than project file tracking.

Every submittal processed through the AI agent is compared against specifications using the same methodology, regardless of which project engineer submitted it or which architect formatted the specs. This reduces the variability that occurs when different PMs run reviews differently across jobs. The structured compliance summary creates a standardized record of what was flagged, what was missing, and what was non-compliant across active projects.

The AI agent compares drawing sets referenced in submittals to identify where materials, quantities, or scope shift between revisions. These changes are flagged before field deployment, reducing the risk that project teams build to outdated information because a revision was buried in an email attachment or shared drive folder. This comparison runs against the same specification baseline used for submittal review.

The AI agent searches across all applicable spec sections, drawings, RFIs, and connected project files simultaneously. When a submittal spans multiple divisions and references requirements from several specification sections, it cross-checks each requirement against the submitted materials and flags gaps at the individual spec-section level. The compliance summary organizes findings by section so reviewers can route specific items to the appropriate discipline without re-reading the entire package.

Keep Every Submittal on Track with Datagrid

Datagrid standardizes submittal pre-screening so specification compliance issues are surfaced before formal design review begins.

  • Spec compliance checks: Compare submitted packages against applicable specification sections to identify missing items and non-compliant content.
  • Cross-document review: Search across drawings, RFIs, and connected project files to ground every finding in documented project requirements.
  • Structured review outputs: Generate compliance summaries and checklists that route issues for resolution before procurement or installation commitments.
  • Portfolio consistency: Apply the same review methodology across projects so operations teams can monitor risk and quality consistently.
Try Agent

Agent

➡️

Summary Spec Submittal Agent

Compare submittals against specifications to quickly identify compliance gaps and reduce review risk.

Works with

ProcoreProcorePlanGridPlanGridSharePointSharePointSlackSlackTrimble ConnectTrimble Connect
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