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Use Case

Submittal Management Software Built on Agentic AI

ProductAgentsUse CasesSubmittal Management Software Built on Agentic AI

On this page

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

The Submittal-Builder Agent assembles cover pages, orders supporting project files, and validates package structure without spreadsheet logs that break when projects get busy.

🛠️

Try the Submittal-Builder Agent

Build complete, properly formatted submittal packages from cover page to final PDF in a guided workflow.

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The Operational Problem

Submittal tracking lives in too many places. Cover pages sit in one folder, product data in email attachments, spec sections in a shared drive, and the master log in a spreadsheet someone forgot to update. Reliance on email, spreadsheet logs, and manual hard-copy forms for document-intensive projects is inefficient.

Contract specifications typically allow two to three weeks per review cycle. On a long-lead item, that delay can slip equipment delivery, compress installation, and threaten commissioning. Errors and omissions in contract documents have topped the list of construction dispute causes over the years. Packages stall on administrative overhead before technical review begins.

How Submittal-Builder Agent Automates This

The Submittal-Builder Agent assembles submission-ready submittal packages by executing the work between your decisions. You choose the cover page, select which project files belong in the package, and approve the final build. The AI agent assembles those inputs, orders the supporting project files, generates the table of contents, validates each stage, and delivers a single structured PDF. It does not review submittals for technical compliance or make engineering judgments.

1

Assemble the cover page

You provide the cover page PDF. The AI agent structures it as the front of the package.

2

Order supporting project files

The AI agent assembles the project files you select, including product data and approved attachments, then orders them into the correct sequence for the package.

3

Generate the table of contents

The AI agent generates a table of contents from the ordered project files so reviewers can locate each item without paging through the full file.

4

Validate inputs and deliver the package

The AI agent validates inputs at each stage to detect gaps before they become rejected submissions, then assembles and delivers one properly structured submittal PDF with a cover sheet and compliance checklist.

Inputs & Outputs

Inputs

  • Project team-provided cover page PDFs to anchor the front of each package

  • Product data sheets and spec sections selected for inclusion

  • Project info used to populate package structure

  • Selected project files and attachments chosen during the build

  • Approved project files confirmed during the submittal build process

Outputs

  • A complete submittal package delivered as a single structured PDF

  • A cover sheet positioned as the package front matter

  • A compliance checklist tied to the validated inputs

Workflow Context

The Submittal-Builder Agent anchors the submittal assembly workflow. The AI agent starts after spec sections and product data are identified and ends with a delivery-ready PDF. From there, the package feeds downstream procurement workflows and keeps RFI or schedule teams aligned with validation gaps and required-by dates. Every connected workflow inherits the errors a stale package carries forward, so submittal assembly has to stay current. A clean package upstream gives project teams one approved structure before downstream work moves across active jobs.

Works With

The Submittal-Builder Agent connects to project systems that already hold submittal records, project files, and construction workflow data.

PlanGrid

PlanGrid

Use PlanGrid submittal tracking, RFI workflows, sheet sync, and field data to select current files for structured package assembly.

Procore

Procore

Use Procore document workflows, RFIs, and budget context to gather selected project documents before the agent builds the final PDF.

B

BIM 360 Build

Use BIM 360 Build submittal tracking, RFI processing, and cross-project reporting to validate package inputs against connected workflow data.

BIM360 Docs

BIM360 Docs

Use BIM360 Docs project file processing and classification to pull selected attachments, order supporting documents, and structure the assembled PDF.

SharePoint

SharePoint

Use SharePoint document processing and compliance checks across libraries to collect approved attachments and flag gaps before package delivery.

These integrations let the agent assemble packages from the systems where submittal records and project files already live.

Frequently Asked Questions

The AI agent validates inputs at each stage of the build instead of waiting for the full package to ship. During package assembly, the agent checks for gaps and structural issues before assembly completes. This catches the missing or out-of-sequence items that drive Revise and Resubmit loops. Engineers keep technical review, and the agent removes the administrative errors that cause avoidable rejections before a reviewer ever opens the file.

No. The AI agent assembles and validates package structure. It does not evaluate submittals against specifications or make engineering decisions. Your project engineer still reviews technical content, accepts or rejects products, and owns approval. The agent executes the coordination work around that judgment: collecting the cover page, ordering project files, building the table of contents, and producing the final PDF. Engineers spend their time on review and decisions while the agent handles formatting and file assembly.

The AI agent orders the supporting project files you select during the build, then generates a table of contents from that ordered set. You confirm which approved files belong in the package. The agent assembles them in order into a single PDF from the sequence you confirm.

The AI agent delivers a single, properly structured submittal PDF. The package includes a cover sheet at the front and a compliance checklist tied to the validated inputs. The final deliverable replaces loose files and spreadsheet-driven email follow-up with one assembled package ready for submission. The validation built into each step means the delivered package reflects the inputs you approved, not a version someone forgot to update.

Yes. The AI agent connects through integrations including Quickbase for operational data extraction, Azure SQL Database and Amazon Aurora for relational data, MS Dynamics 365 NAV for ERP records, Remarcable for procurement data, and Accubid Anywhere for cross-platform reporting. Project info and attachments feeding a package come from the systems your teams already use, which reduces manual re-entry into yet another tracking tool.

Keep Every Submittal on Track

The Submittal-Builder Agent assembles packages, validates inputs, and routes downstream workflow handoffs so connected teams do not inherit stale or incomplete submittal data.

  • Package assembly: collects the cover page, supporting project files, table of contents, and checklist into one structured PDF.
  • Document ordering: sequences selected product data, spec sections, and approved attachments before the package ships.
  • Input validation: checks each stage for gaps that can create Revise and Resubmit loops.
  • Workflow handoff: feeds procurement, RFI, schedule monitoring, and integrated project systems with a clean upstream package.
Try the Submittal-Builder Agent

Agent

🛠️

Submittal-Builder Agent

Build complete, properly formatted submittal packages from cover page to final PDF in a guided workflow.

Works with

PlanGridPlanGridProcoreProcoreSharePointSharePointSlackSlackTrimble ConnectTrimble Connect
Use Agent

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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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