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Use Case

Automate Electrical Scope of Work Template Validation

ProductAgentsUse CasesAutomate Electrical Scope of Work Template Validation

On this page

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

The Scope Checker Agent is an AI agent that validates electrical scope templates, enforces trade boundaries, and verifies contract compliance across Procore and SharePoint.

✍️

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

Electrical scope of work templates sit in one system while single-line drawings and specifications live in Procore. Prime contracts and subagreements are stored in SharePoint, and change orders update one source but not the others.

Every scope review forces a project manager to reconcile project files against Division 26 requirements, adjacent trade interfaces in Divisions 23, 27, and 28, and exclusions buried in bid packages. Gaps between electrical and low-voltage scope often surface during installation instead of preconstruction. Unclear scope drives rework and contract risk.

How Scope Checker Agent Automates This

The Scope Checker Agent is an AI agent that reconciles contractual documents, construction documents, and project metadata. It executes the repetitive cross-checking between drawings, specs, contracts, and change orders. Project teams make scope decisions. The Scope Checker Agent executes the verification work between those decisions.

1

Connect project files across SharePoint and Procore

The Scope Checker Agent connects to SharePoint for prime contracts, subagreements, and executed change orders, and to Procore for drawings, specifications, RFIs, submittals, and attachments. It assembles a unified project file set, prioritizes the most recent drawing revisions, and flags discrepancies with older versions.

2

Cross-check electrical scope templates against drawings and specifications

The Scope Checker Agent searches across specs, drawings, RFIs, and submittals to identify scope gaps like work required by the construction documents but not clearly assigned in the electrical scope template. It compares Division 26 scope narratives against what single-line diagrams, panel schedules, and specification sections define.

3

Detect trade overlaps and unassigned scope at Division 23/26/27/28 interfaces

The Scope Checker Agent detects instances where multiple trades claim responsibility for the same work, or where no trade owns contested items like occupancy sensor wiring, control power supply outlets, or low-voltage pathway coordination. It packages findings by CSI MasterFormat division for efficient change order processing.

4

Validate contract compliance and annotate risk findings

The Scope Checker Agent validates that scope template content aligns with executed prime contracts, subagreements, and change orders. It evaluates subcontractor exclusions against overall project scope, flags high-risk items such as structural, life safety, and long-lead work, and adds reviews and comments directly into contracts for proactive risk management.

Inputs & Outputs

Inputs

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

  • Drawings, specifications, and attachments managed in Procore, including single-line diagrams and panel schedules

  • RFIs and submittals with current status and revision history from Procore

  • Record information and project metadata across both connected systems

Outputs

  • Discrepancy reports identifying scope gaps (work required but unassigned) and scope overlaps (multiple trades claiming the same work)

  • Risk assessment reports flagging high-stake items, adjacent trade risks, and subcontractor exclusion impacts

  • Compliance gap identification comparing submittals against specifications and scope templates against contractual obligations

  • Reviews and comments annotated directly into contracts, with scope items grouped by CSI MasterFormat division for change order packaging

Workflow Context

The Scope Checker Agent is an AI agent within Datagrid's scope validation workflow, linking preconstruction review to procurement and field execution. When it identifies unassigned scope at Division 26/27 interfaces, that finding can route into RFI workflows so open questions about equipment wiring or trade responsibility are formalized before construction starts. Scope gaps grouped by MasterFormat division can route into change order workflows. Drawing version discrepancies can inform schedule monitoring by confirming field teams are referencing current information.

Works With

The Scope Checker Agent connects to your existing project systems so electrical scope validation runs across contracts, drawings, revisions, and coordination workflows.

SharePoint

SharePoint

Connects prime contracts, subagreements, and executed change orders so electrical scope templates can be checked against current contractual obligations and exclusions.

Procore

Procore

Pulls drawings, specifications, RFIs, submittals, and revision history into scope reviews so electrical gaps and boundary conflicts are caught against current project documents.

PlanGrid

PlanGrid

Syncs sheet sets and field drawing updates so electrical scope checks reflect plan changes that may alter ownership, installation requirements, or missing work.

Slack

Slack

Brings scope findings into team conversations so project managers can resolve trade boundary questions and coordinate follow-up before installation begins.

Trimble Connect

Trimble Connect

Adds coordinated project file context that helps teams compare electrical scope assumptions against broader preconstruction and coordination information.

With contracts, drawings, field updates, coordination files, and team communication aligned, scope validation becomes faster, more consistent, and easier to act on.

Frequently Asked Questions

The Scope Checker Agent cross-references electrical scope templates against specifications and drawings for adjacent divisions, specifically Divisions 23, 27, and 28. It detects contested boundary zones like occupancy sensor installation responsibilities, control power supply outlets, and low-voltage wiring ownership. When the Scope Checker Agent identifies scope that could belong to either the electrical or mechanical contractor, it flags the overlap with the specific references on both sides. Project teams can then resolve the assignment during preconstruction instead of discovering it during installation.

The Scope Checker Agent executes project file cross-checking and discrepancy detection. It does not make scope assignment decisions. When it identifies that fire alarm conduit appears in Division 28 specifications but is not addressed in the electrical scope template, it flags the gap and provides the relevant contract language, drawing references, and specification sections. The project manager decides how to assign the work, negotiate with trades, or issue an RFI.

The Scope Checker Agent prioritizes the most recent drawing revisions from Procore and compares them against earlier versions. When a revision modifies electrical scope, such as added circuits, relocated panels, or changed equipment ratings, it flags the delta between the current drawing set and the executed scope template. It also cross-references those changes against the prime contract and existing change orders to determine whether the revision has been contractually captured or represents uncompensated scope growth.

The Scope Checker Agent connects to SharePoint and Procore across projects, reconciling contractual documents, construction documents, and project metadata for each one. Discrepancy reports and risk assessments are generated per project, but the same cross-checking method applies across the portfolio. For a VP of Operations standardizing preconstruction workflows, this turns the best project manager's scope review approach into a consistent baseline for every project team.

When subagreements contain exclusion language, the Scope Checker Agent compares those exclusions against the full scope defined in prime contracts, specifications, and drawings. It identifies where excluded items create gaps like work the prime contract requires but no subcontractor has accepted. The Scope Checker Agent packages these findings into risk assessment reports with specific references to the contract clauses, specification sections, and drawing details involved, so operations teams can address exclusions before they become disputes.

Keep Electrical Scope Validation Moving with Datagrid

Datagrid turns complex electrical scope reviews into a repeatable validation workflow across contracts, drawings, specifications, and change orders.

  • Document reconciliation:: Connects SharePoint and Procore records into a unified project file set and prioritizes current revisions.
  • Scope gap detection:: Cross-checks electrical scope templates against drawings, specifications, RFIs, and submittals to find missing or unassigned work.
  • Trade boundary review:: Flags overlaps and unclear ownership across Divisions 23, 26, 27, and 28 before issues reach the field.
  • Contract compliance verification:: Compares scope templates and exclusions against prime contracts, subagreements, and change orders to surface risk.
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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