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Use Case

Automate RFI Screening and Vetting

ProductAgentsUse CasesAutomate RFI Screening and Vetting

On this page

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

The RFI Validator is an AI agent that enforces submission standards, references historical context, and filters the design team's queue without manual screening on every incoming request.

👷

Try the RFI Validator Agent

Validate RFIs before submission by identifying trivial requests and flagging cost, schedule, or quality implications.

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The Operational Problem

RFI text lives in one project management platform, contract drawings sit in a shared drive while specs arrive as email attachments. Historical RFI logs, if they exist at all, are buried in a different system.

Project managers screen each incoming RFI by memory and judgment, toggling between tabs to search for prior resolutions. A Navigant Construction Forum study found that 13.2% of RFIs are answerable from existing contract documents. Nearly 1 in 5, on average, never receives a formal response. That wastes review effort and compounds legal exposure across active projects.

How RFI Validator Agent Automates This

The RFI Validator Agent executes the pre-submission quality gate between a subcontractor's draft RFI and the design team's review queue. The AI agent validates completeness, cross-checks existing project files, and flags issues before they consume review time. Final judgment on whether to submit, revise, or reject stays with the project team.

1

The agent ingests RFI text, attachments, and referenced project files.

It connects to existing project tools and processes incoming RFI submissions alongside contract drawings, specifications, and related attachments. It interprets the full submission package on intake and reduces manual assembly.

2

The agent cross-checks each RFI against contract documents and historical RFIs.

It compares each RFI question against relevant specification sections, drawing references, and the log of historical RFIs and their resolutions. If the answer already exists in the contract documents or a prior RFI response, the agent flags the submission as potentially unjustifiable.

3

The agent detects completeness failures and clarity issues.

It checks each RFI for required documentation elements, including specific drawing or specification references, a proposed resolution, applicable schedule or cost impact statements, and references to related prior RFIs. Missing elements that commonly trigger rejection or rework are flagged before the RFI reaches the design team.

4

The agent generates a structured validation report with action items.

It delivers a structured report for each screened RFI. The report categorizes validation status and documents the specific issues detected. Action items route back to the originating team for revision, while clean submissions proceed to formal processing.

Inputs & Outputs

Inputs

  • RFI text and attachments as submitted by the originating trade or subcontractor

  • Contract drawings and specifications referenced in or relevant to each RFI

  • Historical RFI log with prior resolutions and response records

  • Project files, including addenda and coordination drawings

Outputs

  • Structured validation report per RFI with submission quality categories and specific deficiencies

  • Action items identifying required revisions before formal submission to the design team

Workflow Context

The RFI Validator Agent operates within Datagrid's construction document workflow. It connects intake to resolution tracking across the broader RFI lifecycle. By screening submissions before they enter the design team's queue, the AI agent reduces trivial and duplicate requests that consume review capacity. The validation output feeds downstream workflows, including schedule monitoring. Open RFIs function as constraints against work package release. It also connects to procurement and submittal tracking, since RFI delays can cascade into submittal timelines and material lead times. Keeping this gate current with the latest contract documents and historical resolutions is critical because outdated reference data produces false validations.

Works With

The RFI Validator Agent connects to the project systems where RFIs, drawings, specs, and supporting files are already managed.

Procore

Procore

Connect Procore to Datagrid to screen RFIs against project documents, existing records, and active review workflows before design-team intake.

Oracle Aconex

Oracle Aconex

Integrate Oracle Aconex with Datagrid to validate RFI submissions against project files, correspondence history, and formal RFI triage workflows.

PlanGrid

PlanGrid

Connect PlanGrid to Datagrid to compare RFI questions against sheets, field documentation, and related project context before submission.

BIM 360 Build

BIM 360 Build

Connect BIM 360 Build with Datagrid to cross-check RFIs against field issues, forms, and existing RFI records during intake.

SharePoint

SharePoint

Connect SharePoint to Datagrid to pull drawings, specifications, addenda, and supporting files into the validation process automatically.

These integrations keep RFI validation aligned with current project records, historical context, and the systems teams already use daily.

Frequently Asked Questions

The agent cross-references each incoming RFI against the full historical RFI log, comparing the question content against prior submissions and their documented resolutions. If a substantially similar question was already answered, or if the information is directly available in the contract documents, the agent flags the submission and identifies the specific prior RFI number or document section where the answer exists.

The agent validates each RFI against the documentation requirements codified in [AIA A201-2017](https://www.fitchburgma.gov/DocumentCenter/View/10393/007200-AIA-DOCUMENT-A201--GENERAL-CONDITIONS-OF-THE-CONTRACT-FOR-CONSTRUCTION?bidId=), including specific drawing or specification references (§3.2.5), sequential numbering (§3.2.8), and the careful study standard (§3.2.6) that penalizes submissions answerable from existing contract documents. These checks run automatically on every RFI before it enters the formal review queue. They enforce the same standard across all trades and project teams.

No. The agent delivers a structured validation report with specific findings. The project manager reviews flagged items and makes the final decision to submit, return for revision, or reject. The agent handles document cross-referencing and completeness checking that currently consumes manual review time, and the PM makes the judgment calls.

The agent processes RFI submissions as they arrive, regardless of volume. During burst events, concentrated RFI submissions can signal emerging design coordination issues. The agent maintains the same validation rigor across a project portfolio. Each RFI receives the same cross-reference against contract documents and historical records regardless of queue depth.

The agent connects to existing project tools where contract drawings and specifications are stored. For each validation, it references the project documentation available through those connected systems. Keeping the screening workflow tied to the latest available documentation is essential to avoid false validations and missed references.

Keep RFI Screening Consistent with Datagrid

Datagrid keeps RFI screening consistent before incomplete or duplicate requests reach the design review queue.

  • Document cross-checking: Compares incoming RFIs against drawings, specifications, and prior RFI responses to identify questions already answered.
  • Completeness validation: Flags missing references, proposed resolutions, and impact details before submission.
  • Structured review output: Produces a validation report with specific deficiencies and action items for revision.
  • Workflow continuity: Connects screening results to downstream RFI, schedule, and project coordination workflows.
Try the RFI Validator Agent

Agent

👷

RFI Validator Agent

Validate RFIs before submission by identifying trivial requests and flagging cost, schedule, or quality implications.

Works with

ProcoreProcoreSharePointSharePointPlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
Use Agent

You've got more important things to do. Let Datagrid handle the rest.

Watch our quick demo to see how Datagrid transforms workflows. Discover the seamless integration of our AI assistants in real-time tasks.

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