Overview
What is PlanGrid: PlanGrid is a field-first tool that allows users to access plan sheets, documents, and models in a mobile or desktop environment. It includes task tracking and fillable forms for inspections and checklists from the field. PlanGrid users can access their project data, including Tasks, RFIs, submittals, and projects, and stay up to date with project tasks, deadlines, and the person responsible for such tasks in an easy-to-understand way.
With the PlanGrid integration, Datagrid users can:
Process, filter, enrich, clean, and join PlanGrid data with other sources to efficiently track project and business progress
Create automations to ingest PlanGrid data on a time or change basis, and achieve real-time data in dashboards and reports
Group RFI’s by schedule, cost, and person, or filter data like tasks by deadlines to prioritize decisions accordingly
How to integrate PlanGrid with Datagrid
This integration pulls PlanGrid field data into Datagrid for agentic AI processing. The setup includes the following steps:
Add the integration
Creating a dataset from the PlanGrid connector involves selecting the specific data you want to import:
Open your Datagrid workspace and go to Settings > Connectors > Add New.
Search for PlanGrid in the catalog and select it.
Complete the OAuth 2.0 authentication flow by signing in with your Autodesk account credentials.
Grant Datagrid the required OAuth scopes (
data:read,data:write,account:read) when prompted.Select the PlanGrid projects you want to sync.
Pick your data:
Choose which data objects to include: submittal tasks, RFIs, Submittals, Sheets, and/or project personnel records.
Click Confirm to begin your first import.
Authenticate with Autodesk
The integration uses OAuth 2.0 through Autodesk Platform Services. Datagrid supports the 3-legged authorization code grant flow, which requires a project team member to log in and delegate access.
An Autodesk account admin must also provision the Datagrid app at the account level, since OAuth scopes and app-level admin permissions are separate authorization layers. You log in once, and Datagrid manages token refresh automatically.
Select synced data
The integration syncs five core data objects from PlanGrid into Datagrid:
Submittal tasks: PlanGrid-linked task records, including task status used in downstream workflows
RFIs: Full RFI records including responses, assignees, and state transitions
Submittals: Submittal items with attachments, transitions, and task status
Sheets: Plan sheets with version history, metadata, and revision tracking
Users: Project personnel records with roles and permissions
Configure sync schedules
Datagrid imports PlanGrid data through the Autodesk Platform Services ACC API. The sync behavior is summarized below:
Sync direction: One-way (PlanGrid to Datagrid)
Frequency: Configurable on a time-based or change-based schedule
Real-time sync: Available on change-based configuration; time-based runs on a recurring interval
You can use the following configuration pattern when setting up the integration in Datagrid:
{
"integration": "PlanGrid",
"auth": {
"method": "OAuth 2.0",
"scopes": ["data:read", "data:write", "account:read"]
},
"projects": ["selected-projects"],
"objects": ["submittal tasks", "RFIs", "Submittals", "Sheets", "Users"],
"sync": {
"mode": "time-based or change-based"
}
}
Why use PlanGrid with Datagrid
Datagrid gives project teams a direct path from PlanGrid field records to cross-system workflows. Here are reasons to use PlanGrid with Datagrid:
Automated RFI classification and routing: Datagrid's agentic AI agents analyze incoming RFIs from PlanGrid, extract key fields such as spec section, trade, and responsible party, then route each item to the correct reviewer with pre-populated context.
Cross-system data joins: Combine PlanGrid field data with records from ERPs, scheduling tools, and other project systems to build a unified project view without manual spreadsheet reconciliation.
Agentic project file processing: Datagrid's agentic AI agents ingest files uploaded to PlanGrid, extract structured data from drawings and specs, and cross-reference them against submittal logs to flag discrepancies automatically.
Field reporting workflows: Datagrid workflows combine synced PlanGrid records with broader forms-based APS data where available and assemble formatted daily reports for stakeholders.
Submittal analytics: Datagrid's agentic AI agents analyze historical submittal and task data, including item types, resolution patterns, and trade performance, to identify at-risk items before deadlines pass.
Reduced manual re-entry: Datagrid centralizes workflows and reduces repeated data entry across disconnected systems.
What you can build with PlanGrid and Datagrid
Connect PlanGrid to Datagrid and put your field data to work. Here are practical ways to use Datagrid's agentic AI agents with your RFIs, submittals, sheets, and project records:
Agentic spec conflict detection: Datagrid's agentic AI agents ingest plan sheets and project files from PlanGrid, extract structured data from PDFs and drawings, and cross-reference it against submittal logs and RFI queues.
Automated daily construction report generation: Datagrid's agentic AI agents combine PlanGrid project data with forms-based field report entries available through the broader APS Forms model where available, including crew counts, weather conditions, progress notes, and site photos.
RFI and submittal prioritization across systems: Datagrid's agentic AI agents monitor RFI and submittal workflows, apply prioritization based on descriptions, due dates, assignees, and related context, and automatically escalate high-priority items.
Predictive closeout tracking: Datagrid's agentic AI agents analyze historical project workflow data from PlanGrid, including open item counts, assignees, trade categories, and average resolution times, then forecast which items risk missing deadlines.
Resources and documentation
Getting started with Autodesk Build for PlanGrid users - migration guide covering credential changes, account linking, and Autodesk Build setup
RFI state transitions tutorial - covers the RFI workflow and dynamic field permission model
PlanGrid supported document formats - accepted file types including CAD, images, spreadsheets, and video
For Datagrid support, contact: support@datagrid.ai
Website: https://www.datagrid.ai
Request an endpoint here: Don't see the endpoints you're looking for? We're always happy to make new endpoints available.
Frequently asked questions
How does PlanGrid authenticate with Datagrid?
The integration authenticates through Autodesk Platform Services with OAuth 2.0. Datagrid uses the 3-legged authorization code grant flow, which requires a project team member to sign in with Autodesk credentials. An Autodesk account admin must also provision the Datagrid app, since OAuth scopes and app-level admin permissions are separate authorization layers.
Which data objects does the integration sync?
The integration supports five data objects: submittal tasks, RFIs, Submittals, Sheets, and project personnel records. These cover core field workflows including RFI tracking, submittal management, plan sheet version control, and project directory data.
How often can I schedule data pulls from PlanGrid?
Sync frequency is configurable on a time-based or change-based schedule. Datagrid can ingest PlanGrid data on a recurring interval or trigger ingestion when changes occur.
Is Datagrid an Autodesk Construction Cloud integration partner?
Yes. Datagrid is a confirmed Autodesk Construction Cloud integration partner, which enables Datagrid to connect directly to ACC data and apply agentic AI agents to project workflows across Autodesk modules.
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