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On this page

What Is a Submittal in ConstructionWhere the Workflow Breaks, and What It Actually CostsHow I Would Run The Pre-Review Checks For Every Submittal PackageWhat Changes When AI Agents Absorb the Coordination LayerWhat Practitioners Are SeeingSee How AI Agents Handle Submittal Cross-Checking

Guide

What Is a Submittal in Construction and How AI Agents Are Reshaping the Workflow

Datagrid Team·5 min read
What Is a Submittal in Construction and How AI Agents Are Reshaping the Workflow

Every construction professional has lived this moment: a critical-path trade is ready to install, but the submittal is sitting in someone's inbox marked "Revise and Resubmit." The spec section referenced on the transmittal was wrong. Or the contractor's review stamp was missing. Or worse, the product data shows a substitution nobody approved, and now a three-week resubmittal loop starts while the schedule absorbs the hit.

On projects ranging from tenant improvements to large institutional builds, the pattern is familiar. The workflow itself is well-defined. Where I see it break is in the execution, specifically in the gap between what the contract requires and what actually happens when project teams move submittals through email, shared drives, and project systems.

This article explains what a submittal actually is, where the workflow fails, and what changes when AI agents take on more of the coordination layer.

What Is a Submittal in Construction

A submittal is any drawing, document, physical sample, or mock-up prepared by the Contractor and submitted to the Architect for review in connection with some portion of the Work. AIA A201 establishes three primary types:

  • Shop Drawings (§3.12.1), purpose-built project documents like structural steel connections and curtain wall systems

  • Product Data (§3.12.2), manufacturer catalog pages with contractor markups

  • Samples (§3.12.3), physical examples establishing quality standards

Here's the part most project engineers learn the hard way. Submittals are not Contract Documents. Their purpose is to demonstrate the Contractor's proposed conformance to the design concept. The Architect's review is limited to that purpose, not dimensional accuracy and not installation procedures.

How the Approval Workflow Moves

The approval workflow moves through a defined sequence:

  1. The Contractor develops a submittal schedule

  2. Subcontractors and suppliers prepare the packages

  3. The GC reviews for contract compliance and applies their review stamp which is a contractual obligation, not a rubber-stamp formality.

  4. The stamped submittal goes to the Architect, who routes discipline-specific items to consulting engineers.

  5. The Architect issues one of four dispositions (Approved, Approved as Noted, Revise and Resubmit, or Rejected).

  6. If resubmittal is required, the cycle repeats.

Why Every Submittal Sits on the Critical Path

The critical constraint is that the Contractor cannot perform any portion of the Work requiring submittal review until the respective submittal has been approved. Every rejection, every delayed review, every incomplete package is a potential work stoppage on the critical path.

CMAA guidance states that each submittal has the potential to create a delay to the work and, perhaps, the critical path of the schedule. And as anyone who has managed a submittal log through a claims dispute knows, that log is not just a tracking document. It is also a claims document.

Where the Workflow Breaks, and What It Actually Costs

The failure modes are predictable. A painting subcontractor submits a two-coat system because that's what they always use, without reading that this spec requires a three-coat system with a humidity-rated primer.

A mechanical contractor's AHU submittal arrives without the ASHRAE forms the spec requires in Part 1, even though the equipment itself is compliant.

A curtain wall shop drawing clears the envelope consultant's review but conflicts with structural connection plates that were reviewed by a different engineer on a different timeline.

On complex projects, these examples show how submittal issues can arise across multiple specification sections and trades.

What Bad Data and Rework Actually Cost

FMI report reported that bad data, defined as data that is inaccurate, incomplete, inaccessible, inconsistent, or untimely, cost the global construction industry $1.84 trillion in 2020. FMI rework found that poor project data and miscommunication is responsible for 48% of all rework in the United States. Another FMI report found that owner respondents reported rework amounts to 19% of total project costs, with 70% of that unrecoverable.

CII research narrows the focus further. Design deviations (including changes, errors, and omissions) accounted for roughly 80% of increased rework costs on industrial projects. Submittals are a key control point for identifying design and coordination issues before installation. When the submittal workflow fails, those deviations are more likely to proceed into the field and become rework.

Why Fragmented Project Information Compounds the Problem

Meanwhile, an Autodesk/FMI study says construction professionals spend an average of 13 hours per week searching for project data.

Specs live in one system. Drawings in another. Submittal logs in a spreadsheet. Approved product data in an email attachment from three months ago.

McKinsey characterizes the mechanism precisely. Paper-based document management causes owners and contractors to "work from different versions of reality," and mismanaged paper trails routinely spur disagreements on construction progress, change orders, and claims.

Fragmented project information across collaborators and systems, not the absence of a formal submittal workflow, is the underlying problem. The previously cited FMI report also says only 55% of construction companies even have a formal data plan, and 96% of data generated in construction goes unused.

How I Would Run The Pre-Review Checks For Every Submittal Package

Before a package reaches the Architect, I would want the same checks every time:

  • Confirm the submittal is tied to the right spec section.

  • Confirm the contractor review stamp is present.

  • Confirm required certifications and forms are included.

  • Confirm the revision matches the current drawing set.

  • Confirm the package is complete for the relevant scope.

What Changes When AI Agents Absorb the Coordination Layer

This shift relocates where routine cognitive work happens in the submittal workflow.

Today, a project engineer manually cross-references every submittal against the relevant spec sections, verifies certifications are present, checks that the contractor's stamp is applied, confirms the revision number matches the current drawing set, and updates the submittal log. On active jobs, I see that coordination layer stretched across dozens of submittals at the same time as RFIs, change orders, and schedule updates.

Datagrid's Summary Spec Submittal Agent, Deep Dive Spec Submittal Agent, and Deep Search Agent execute parts of that coordination layer.

Datagrid's AI agents cross-check submittals against specifications, flag non-compliant or missing items, and search across specs, drawings, RFIs, and submittals to ground answers in project requirements.

The engineer's role becomes more focused on adjudicating flagged exceptions instead of performing every step of the compliance review manually.

In practice, the Summary Spec Submittal Agent checks for spec compliance and flags where the submitted package does not match the specified requirement, even when the discrepancy is subtle.

Summary Spec Submittal Agent

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

Use Agent
ProcorePlanGrid

People make decisions. AI agents take on more of the coordination work between those decisions.

What Practitioners Are Seeing

Up to 81% faster workflow execution. Level 10 Construction reduced an 8-hour workflow to just 90 minutes (Jacob Freitas, Project Executive).

That points to a shift in how project teams can spend their time, away from manual cross-referencing and toward exception-based decision-making. Moez Jaffer reinforces the deployment model. "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."

See How AI Agents Handle Submittal Cross-Checking

Datagrid's Summary Spec Submittal Agent and Deep Dive Spec Submittal Agent are positioned around the failure modes described above, including spec non-compliance, missing certifications, incomplete packages, and scope misalignment.

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
💎

Deep Search Agent

Search deeply across specs, drawings, RFIs, and submittals to get accurate answers grounded in project requirements.

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
➡️

Deep Dive Spec Submittal Agent

Deeply review submittals against specs to surface risks, scope gaps, and next steps before approvals create downstream issues.

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

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

RFI means different things in construction vs. procurement. Learn the key differences, workflow steps, and how AI agents validate RFIs before submission.

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.

💎

Deep Search Agent

Search deeply across specs, drawings, RFIs, and submittals to get accurate answers grounded in project requirements.

➡️

Deep Dive Spec Submittal Agent

Deeply review submittals against specs to surface risks, scope gaps, and next steps before approvals create downstream issues.

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 AIAutomate RFI Tracking with AIAI Construction Document SearchAutomate Drawing vs Spec Conflict DetectionAutomate RFI Responses with AIAI Spec Book Search for Construction

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