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Use Case

Construction Scope of Work Template Validation

ProductAgentsUse CasesConstruction Scope of Work Template Validation

On this page

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

Datagrid's Scope Checker AI agent validates finalized scope of work templates against contracts, drawings, specs, and change orders across SharePoint and Procore before inter-trade gaps turn into disputes.

✍️

Try the Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Use Agent →

The Operational Problem

Prime contracts and change orders sit in SharePoint. Drawings and specs sit in Procore. By the time a completed scope of work template reaches a VP of Operations for sign-off, validation becomes a manual reconciliation workflow across disconnected project files with no standard enforcement.

That downstream risk is concrete. Scope gaps hide between trades. Overlaps stay unresolved until coordination breaks down. Executed changes go unincorporated. The average U.S. construction dispute now costs $60.1 million, and errors and omissions in contract documents, along with failure to understand or comply with contractual obligations, ranked as the #1 cause of North American disputes for two consecutive years.

How Scope Checker Agent Automates This

Datagrid's Scope Checker AI agent reconciles what we call the "Triad of Truth": contractual project files, built world project files, and project metadata. It executes the cross-referencing work between human decisions by connecting to SharePoint and Procore to compare finalized SOW templates against the full project file set. Project teams retain all sign-off authority. The agent delivers the analysis.

1

Connect project files

The agent connects to SharePoint for prime contracts, subagreements, and executed change orders, and to Procore for drawings, specifications, attachments, and record information. It assembles the complete project file set for a given project into a single reconciliation package.

2

Compare trade scopes

The agent compares each trade's SOW against every other trade's SOW and against the prime contract. It pinpoints work required but not assigned to any trade. It also flags instances where multiple trades claim responsibility for the same work item.

3

Validate compliance changes

The agent cross-checks the finalized SOW against executed change orders to confirm that changed scope is reflected in the working document. It flags compliance gaps where flow-down obligations from the prime contract are missing from subcontract SOW language.

4

Generate risk findings

The agent produces a risk assessment report identifying high-stakes items such as structural, life safety, and long-lead scope, plus adjacent risks. Discrepancies are categorized with clear recommendations, and related work items are grouped by CSI MasterFormat division.

Inputs & Outputs

Inputs

  • Prime contracts, subagreements, and executed change orders stored in SharePoint

  • Drawings, specifications, and attachments stored in Procore

  • Record information and project metadata from Procore, including RFIs and submittals

  • Specifications organized by CSI MasterFormat division for scope-to-division traceability

Outputs

  • Discrepancy identification report mapping scope gaps between trades and scope overlaps where multiple parties claim the same work

  • High-risk item flags for structural, life safety, and long-lead items with adjacent risk indicators

  • Compliance gap identification confirming whether prime contract obligations flow down into each subcontract SOW

  • Scope packaging recommendations grouped by CSI MasterFormat division for change order processing

  • Clear recommendations with risk assessment context for each flagged item

Workflow Context

The Scope Checker AI agent operates within a broader project file validation workflow that connects pre-construction scope definition to active project execution. It feeds procurement workflows by confirming that subcontract SOW language matches prime contract requirements before purchase orders are issued. It also informs RFI generation by identifying specification conflicts and drawing discrepancies that require formal clarification before field work begins. When the finalized SOW drifts from contracted scope because change orders go unincorporated, downstream workflows operate on outdated assumptions. Keeping validation current prevents rework, claims, and field-level coordination failures from compounding across trades.

Works With

The Scope Checker Agent connects to your existing construction management stack without custom integration work, using the document systems and coordination tools your teams already use.

SharePoint

SharePoint

Connect SharePoint to Datagrid to automate document processing and compliance checks across the prime contracts, subagreements, and executed change orders used in scope validation.

Procore

Procore

Connect Procore with Datagrid to sync built world project data across the drawings, specifications, attachments, RFIs, submittals, and record information used for scope reconciliation.

PlanGrid

PlanGrid

Connect PlanGrid to Datagrid and automate RFI workflows, submittal tracking, sheet sync, and field data processing to support drawing review and scope comparison workflows.

Slack

Slack

Connect Slack to Datagrid and turn workspace conversations, files, and user data into actionable inputs when project teams need to coordinate on flagged scope discrepancies.

Together, these integrations centralize the project files, project data, and coordination inputs required to validate finalized scope of work templates before downstream issues compound.

Frequently Asked Questions

The Scope Checker AI agent compares each trade's SOW against the prime contract and against every other trade's SOW simultaneously. Work items required by the contract but not assigned to any specific trade are flagged as gaps. The agent searches across specs, drawings, RFIs, and submittals to ground each finding in actual project requirements rather than relying on SOW language alone.

The agent cross-references prime contract obligations against subcontract SOW language to identify missing flow-down provisions. It validates that executed change orders are reflected in the current SOW and flags instances where the SOW references superseded drawing revisions or specification versions. Contract and specification reviews are one of the strongest dispute avoidance techniques in construction. The agent executes this review systematically rather than relying on inconsistent manual protocols across project teams.

No. The agent delivers discrepancy identification, risk flags, and recommendations. Project managers and operations leadership make all scope assignment decisions, change order approvals, and contractual interpretations. The operators reviewing its outputs still need general construction knowledge because the findings require professional context to act on.

The agent compares drawing sets stored in Procore to identify material changes between revisions. It prioritizes the most recent drawing revisions and flags discrepancies with older versions that the SOW may still reference. This comparison surfaces scope creep and project risk before updated drawings reach the field and before subcontractors build to superseded information.

The agent performs exclusion analysis by comparing each subcontractor's stated exclusions against the full project scope to assess whether excluded items are covered by another trade or represent unassigned work. Unassigned exclusions are flagged as scope gaps with risk indicators tied to the affected CSI MasterFormat division.

Reduce Scope Risk Across Trades with Datagrid

Datagrid validates finalized scope of work templates against contracts, drawings, specs, and change orders before downstream errors turn into disputes.

  • Cross-document reconciliation: Compares subcontract SOWs against prime contracts, drawings, specifications, and project metadata across SharePoint and Procore.
  • Gap and overlap detection: Flags unassigned scope between trades and identifies overlapping responsibility before coordination issues reach the field.
  • Change and compliance validation: Confirms executed change orders are reflected in the working SOW and checks that flow-down obligations are not missing.
  • Risk-based reporting: Highlights structural, life safety, long-lead, and adjacent risk items with actionable recommendations grouped by CSI MasterFormat division.
Try the Scope Checker Agent

Agent

✍️

Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Works with

SharePointSharePointProcoreProcorePlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
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