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What a Material Submittal Includes and Who Reviews ItWhere Manual Submittal Workflows Break and What It CostsWhat Changes When AI Agents Pre-Screen Before Formal ReviewWhat Practitioners Are SeeingStandardize Material Submittal Review Across Active Jobs

Guide

What Is a Material Submittal in Construction

Datagrid Team·5 min read
What Is a Material Submittal in Construction

Every material on a commercial project, the structural steel, the curtainwall system, the VAV boxes, sits behind a contractual gate. That gate is the material submittal. Under AIA A201, work for portions requiring a submittal review does not proceed until the architect approves the respective submittal.

I see that review requirement delay fabrication, release, and installation sequencing when the package is incomplete or the product data does not align with the specification.

This guide covers what a material submittal includes, how spec requirements drive submissions, and where product data gaps trigger rejection cycles that stall procurement. We'll also get into how AI agents identify potential non-conformances before the package enters formal review.

What a Material Submittal Includes and Who Reviews It

Every material submittal package involves the same core players and the same contractual framework, but the documentation requirements and review stakes vary by scope. Here's how the pieces fit together.

Submittal types and classifications

A material submittal is written, graphic, or physical documentation prepared by or for the contractor and submitted to the architect or engineer to verify compliance with the contract documents and design intent.

AIA A201 identifies core submittal types including shop drawings (fabrication and installation details), product data (manufacturer cut sheets, performance charts, brochures), and samples (physical examples establishing workmanship standards). In practice, the taxonomy is more granular.

The review workflow and handoff chain

The workflow chain is straightforward in concept. I see the same handoff pattern on most jobs. The subcontractor prepares the submittal package, the GC reviews for completeness and stamps it, the architect reviews for conformance with design intent, and a disposition is issued back to the team under the standard submittal process described by AIA guidance.

Spec requirements that drive every material submittal

Here's the part that makes this operationally consequential. Technical specification sections across project divisions commonly include a Part 1 Submittals article spelling out what must be submitted for that scope:

  • Mix designs for concrete

  • Mill certifications for structural steel

  • Sound attenuation data for VAV boxes

  • Fire-resistance inspection, testing, and reporting documentation tied to building codes.

Section 01 33 00 (Submittal Procedures) governs the procedural rules across all of them, defining the administrative and procedural requirements for how shop drawings, product data, samples, and other submittals are prepared, transmitted, reviewed, and dispositioned. Miss one required document in the package, and the whole submittal can come back, not because the product is wrong, but because the package is incomplete.

The ConsensusDocs guide flags a standing contractual tension. Contracts commonly require the constructor to perform work per approved submittals and strictly follow the contract documents simultaneously, two obligations that can conflict. When they do, a change order is required. That tension lives inside every submittal review.

Where Manual Submittal Workflows Break and What It Costs

The failure points are specific, predictable, and expensive.

  1. The spec-to-product-data gap comes first. Specifications can consume a meaningful portion of design effort. When a spec is thin or manufacturer-dependent, the submittal reviewer lacks a reliable conformance baseline. You can't flag that a curtainwall system's thermal performance falls below the spec minimum if the spec never quantified the minimum precisely. CMAA research reinforces this: design professionals sometimes assume CMs will catch errors and ambiguities in design documents, while owners believe CMs should identify every inconsistency. When neither party fills the gap completely, the submittal review inherits ambiguities that are difficult to resolve.

  2. Manual review can place technical judgments with personnel who may not have deep domain expertise for every system. In the built world, submittal processing often falls to project engineers cross-referencing complex product data against specification requirements. When the specification is vague or the documentation is incomplete, non-conforming submittals can move forward because the review burden is high and the baseline is unclear. This is where Datagrid's Summary Spec Submittal Agent enters the workflow. It compares submittals against specifications and flags compliance gaps before formal review.

    Summary Spec Submittal Agent

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

    Use Agent
    ProcorePlanGrid

  3. Misclassification buries non-conformances. This Navigant/CMAA study documented a forensic review of items classified as RFIs and found that many were actually submittals, shop drawings, routine correspondence, or responses to owner-issued notices of non-conformance. When submittals bypass the formal approval process disguised as RFIs, non-conforming materials can proceed without formal disposition.

  4. Rejection cycles on critical-path items cascade into delays. The work itself cannot proceed until the submittal is approved under. CMAA documented a megaproject case where the contractor planned to produce shop drawings and issue pre-final submittals for owner approval simultaneously. When the owner did not approve the pre-final submittal, the impact on the baseline schedule was hard to mitigate. CMAA concluded that "any resubmittals of design packages or permit applications will impact the schedule, contributing to delays and cost overruns that the owner will eventually share — even if the contract language is clear that the contractor is responsible."

Low-quality design and construction documents are a top productivity barrier for many contractors. In an FMI report, they found that a significant share reported a poor-performing submittal process that would not meet schedule needs.

Each rejection cycle doesn't just consume time. Miss the non-conformance during submittal review, and the schedule impact compounds while the documentation trail gets weaker.

What Changes When AI Agents Pre-Screen Before Formal Review

The operational shift is from reactive to proactive. Instead of a project engineer manually cross-referencing a manufacturer's cut sheet against the spec section after the submittal lands on their desk, AI agents compare it against the specification before the submittal enters the architect's review queue.

The architect's role doesn't disappear. It stays with human review and judgment. CMAA states that AI-powered tools can streamline communications and automate tasks, but firms must remain mindful that AI-generated outputs still require human oversight. The A/E review step isn't eliminated. It becomes more focused on items that require professional judgment.

How Datagrid's AI agents operate in the submittal workflow

Datagrid's AI agents operate within this pre-screening architecture, checking spec compliance before human review begins:

  • Compare submittals against spec sections and flag compliance gaps before the package reaches the architect's desk

  • Cross-check product data against drawings across connected platforms to catch discrepancies between documentation sets

  • Connect specs, submittals, and schedules across project systems so review status and procurement risk are visible in one place

What Practitioners Are Seeing

Up to 81% faster workflow execution.

— Level 10 Construction

Moez Jaffer, CIO at Grunley Construction, describes the deployment across multiple active projects: "We like that Datagrid is a true agentic AI platform and very customizable. We have it in two projects with Deep Search, Submittal and Scheduling. We plan to continue expanding it to more projects." 

Standardize Material Submittal Review Across Active Jobs

Your best project engineer's spec knowledge shouldn't be the bottleneck on every material submittal package across every active job.

For teams standardizing how material submittals are reviewed and processed, the Summary Spec Submittal Agent gives PMs and PEs a fast read on compliance and missing components before procurement risk compounds.

Agents in this guide

➡️

Summary Spec Submittal Agent

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

Use Agent
IntercomPlanGridSlackSharePointOracle AconexGitLabBigCommerceDatabricksProcoreTrimble ConnectDocuSignBigQueryAirtableBoxAmazon AuroraAmazon AWS S3AcumaticaAccubid AnywhereGoogle DriveOneDriveMS FabricGoogle AnalyticsMS Dynamics 365 NAVBIM360 DocsLinkedIn PagesAmazon RedshiftAsanaGoogle Cloud SQL - SQL ServerOutreachGoogle CalendarMicrosoft ExcelOracle Primavera Cloud (OPC)Azure SQL DatabaseMicrosoft TeamsFREDAzure PostgreSQL DatabaseGoogle Cloud StorageHelloSignJDBC MySQLSalesforceMongoDBCivil 3DStripeMondayMixpanelAmazon RDSDropboxHilti ON!TrackArchiCADSYNCHRO 4D ProFieldwireAzure Blob StorageHubSpotCMiCNotionSurveyMonkeyAzure Data Lake StorageSnowflakeAzure MySQL DatabaseFreshdeskBIM TrackExchangeGoogle Cloud SQL - PostgreSQL

Works with

Intercom

Intercom

Connect Intercom with Datagrid to structure and analyze customer conversations using AI agents.

T

Textura

Connect Textura to Datagrid for automated payment workflows and financial analysis in construction projects.

PlanGrid

PlanGrid

Connect PlanGrid to Datagrid and automate RFI workflows, submittal tracking, sheet sync, and field data processing with agentic AI agents.

Slack

Slack

Connect Slack to Datagrid and turn workspace conversations, files, and user data into actionable inputs for AI agents that execute cross-platform workflows automatically.

SharePoint

SharePoint

Connect SharePoint to Datagrid to automate document processing and compliance checks across your SharePoint libraries.

Oracle Aconex

Oracle Aconex

Integrate Oracle Aconex with Datagrid to automate project file processing and RFI triage using AI.

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RFI Meaning in Construction and Procurement: Definition, Types & Examples

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Contract Review Services vs. AI Agents: When Construction Teams Should Use Each

Contract Review Services vs. AI Agents: When Construction Teams Should Use Each

Compare outsourced contract review services with in-house teams using AI agents, when to use each and how a hybrid model improves review at scale.

Agents in this guide

➡️

Summary Spec Submittal Agent

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

Works with

IntercomIntercomTTexturaPlanGridPlanGridSlackSlackSharePointSharePointOracle AconexOracle Aconex

Use cases

Automate HVAC Submittal Review with AIAutomate Product Data Submittal Review with AIAutomate Spec Compliance Checking with AIAutomate Submittal Review with AIAuto-Generate Material Submittal Compliance SheetsAI Agents for Construction Submittal ManagementAutomate Your Submittal Log with AIAutomate Shop Drawing Review with AIAutomate Submittal Approval with AIAuto-Generate Submittal Compliance ChecklistsAutomate Engineering Submittals with AI

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