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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 AnywhereMS SQL ServerGoogle DriveMariaDBOneDriveMS FabricGoogle AnalyticsMS Dynamics 365 NAVBIM360 DocsLinkedIn PagesQuickBooksAmazon RedshiftAsanaGoogle Cloud SQL - SQL ServerReviztoOutreachGoogle CalendarMicrosoft ExcelOracle Primavera Cloud (OPC)Azure SQL DatabaseMicrosoft TeamsFREDAzure PostgreSQL DatabaseEgnyteGoogle Cloud StorageHelloSignJDBC MySQLSalesforceMongoDBBIM 360 BuildCivil 3DStripeMondayMixpanelQuickbaseAmazon RDSDropboxHilti ON!TrackArchiCADSYNCHRO 4D ProGithubFieldwireSage 300 CloudBuildingConnectedNavisworksAzure 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.

GitLab

GitLab

Connect GitLab to Datagrid to transform your development lifecycle data into actionable datasets for analysis and reporting.

BigCommerce

BigCommerce

Connect BigCommerce with Datagrid to import data for cross-platform analysis and automated workflows.

D

Drift

Connect Drift to Datagrid to integrate conversational marketing data into AI workflows for enhanced lead scoring and CRM routing.

Databricks

Databricks

Connect Databricks with Datagrid to streamline data workflows for transformation and delivery across systems.

Procore

Procore

Connect Procore to Datagrid to automate document workflows, sync project financials, and run AI agents across RFIs and budgets.

Trimble Connect

Trimble Connect

Connect Trimble Connect to Datagrid to automate BIM coordination workflows, classify built-world project files, & extract structured data.

DocuSign

DocuSign

Connect DocuSign to Datagrid and import envelope data, signed documents, recipients, tabs, and audit logs into AI agent workflows.

BigQuery

BigQuery

Connect BigQuery to Datagrid for automated data pipelines and AI-driven workflows from your cloud data warehouse.

Airtable

Airtable

Connect Airtable with Datagrid to streamline data extraction, enrichment, and automation across systems.

Box

Box

Connect Box with Datagrid to automate document processing, metadata extraction, and content workflows with agentic AI agents.

Amazon Aurora

Amazon Aurora

Connect Amazon Aurora with Datagrid to give AI agents read and write access to your relational database for autonomous data processing workflows.

Amazon AWS S3

Amazon AWS S3

Connect Amazon AWS S3 to Datagrid to make cloud object storage an active input for agentic AI workflows.

Acumatica

Acumatica

Connect Acumatica to Datagrid to automate ERP data extraction and run agentic workflows.

Accubid Anywhere

Accubid Anywhere

Connect Accubid Anywhere to Datagrid for enhanced reporting and cross-platform analytics.

MS SQL Server

MS SQL Server

Connect MS SQL Server with Datagrid to automate data extraction, transformation, and agentic AI workflows across your operational databases.

E

Emque

Connect Emque with Datagrid to access construction financial data for AI-driven analysis and reporting.

H

Highwire

Connect Highwire with Datagrid to pull contractor risk, safety, and financial data into agentic AI workflows.

S

Sentry

Connect Sentry with Datagrid to analyze trends, prioritize issues, and automate root cause investigation with error monitoring and performance data.

T

TradeTapp

Connect TradeTapp with Datagrid to automate subcontractor risk assessment and compliance monitoring using AI.

R

Remarcable

Connect Remarcable with Datagrid to automate procurement data processing, invoice reconciliation, and spend variance reporting for trade contractors.

P

PostgreSQL

Connect PostgreSQL with Datagrid to automate data extraction, enrichment, and cross-platform sync using AI agents.

G

Google Sheets

Connect Google Sheets with Datagrid to automate spreadsheet data extraction, enrichment, and cross-platform sync using Datagrid's AI agents.

J

Jira

Connect Jira with Datagrid to integrate issue tracking, sprint, and project data into AI workflows for enhanced performance analysis and automated reporting.

R

Revit

Connect Revit with Datagrid to automate BIM data extraction and trigger AI workflows from building models.

B

Bridgit

Connect Bridgit with Datagrid to unify workforce planning data with AI-driven staffing analysis.

O

Oracle Netsuite

Connect Oracle NetSuite to Datagrid for automated financial data extraction and cross-platform sync with agentic AI.

S

Sage Intacct

Automate data extraction and run AI workflows across Sage Intacct's financial records with Datagrid.

F

Facebook Ads

Connect Facebook Ads with Datagrid to automate and unify ad performance reporting using AI agents.

S

Smartsheet

Connect Smartsheet with Datagrid to automate project data extraction, cross-system syncing, and AI task classification.

Google Drive

Google Drive

Connect Google Drive with Datagrid to automate data ingestion and transformation from cloud-stored files.

MariaDB

MariaDB

Connect MariaDB with Datagrid to pull relational data into agentic AI workflows, enrich records, and write structured results back without manual handoffs.

OneDrive

OneDrive

Connect OneDrive with Datagrid to automate workflows by extracting, classifying, and routing cloud-stored files.

MS Fabric

MS Fabric

Connect MS Fabric with Datagrid to import analytics data for AI workflows.

Google Analytics

Google Analytics

Connect Google Analytics with Datagrid to automate data enrichment, anomaly detection, and AI-driven reporting workflows.

MS Dynamics 365 NAV

MS Dynamics 365 NAV

Automate ERP data extraction, financial reporting, and cross-platform order processing with Datagrid's AI for Dynamics 365 Business Central.

BIM360 Docs

BIM360 Docs

Connect BIM360 Docs with Datagrid to automate project file processing, classification, and cross-platform data flows.

LinkedIn Pages

LinkedIn Pages

Connect LinkedIn Pages with Datagrid to import Page analytics, follower demographics, and content performance data into recurring agent workflows.

QuickBooks

QuickBooks

Connect QuickBooks with Datagrid to automate financial data processing and reconcile accounting workflows.

Amazon Redshift

Amazon Redshift

Connect Amazon Redshift with Datagrid to run agentic AI workflows on your warehouse data autonomously.

Asana

Asana

Connect Asana with Datagrid to pull project and task data into agentic AI analysis and reporting workflows.

Google Cloud SQL - SQL Server

Google Cloud SQL - SQL Server

Connect Google Cloud SQL - SQL Server with Datagrid for cross-platform data analysis and synchronization.

Revizto

Revizto

Connect Revizto with Datagrid to automate BIM issue tracking and sync workflows across your tool stack.

Outreach

Outreach

Connect Outreach with Datagrid to automate sales engagement data extraction and enrich prospect records.

Google Calendar

Google Calendar

Connect Google Calendar with Datagrid to sync events, calendars, and attendee data into workflows for scheduling analysis and CRM enrichment.

Microsoft Excel

Microsoft Excel

Connect Microsoft Excel with Datagrid to automate spreadsheet data processing, extraction, and synchronization using agentic AI.

Oracle Primavera Cloud (OPC)

Oracle Primavera Cloud (OPC)

Connect Oracle Primavera Cloud with Datagrid to automate project reporting and variance detection.

Azure SQL Database

Azure SQL Database

Connect Azure SQL Database with Datagrid to automate data extraction, enrichment, and cross-platform sync using agentic AI workflows.

Microsoft Teams

Microsoft Teams

Connect Microsoft Teams with Datagrid to analyze communication data and integrate insights into workflows.

FRED

FRED

Connect FRED with Datagrid for automated economic data ingestion and analytical workflows.

Azure PostgreSQL Database

Azure PostgreSQL Database

Integrate Azure PostgreSQL Database with Datagrid to enhance workflows through data enrichment, cross-platform joins, and automated report delivery.

Egnyte

Egnyte

Connect Egnyte with Datagrid to automatically extract, classify, and route content using AI agents.

Google Cloud Storage

Google Cloud Storage

Connect Google Cloud Storage with Datagrid to automate data extraction and routing using agentic AI.

HelloSign

HelloSign

Connect HelloSign with Datagrid for automated e-signature data extraction, contract analysis, and document workflow reporting.

JDBC MySQL

JDBC MySQL

Datagrid's JDBC MySQL integration gives AI agents direct read access to MySQL databases for automated processing and cross-system data operations.

Salesforce

Salesforce

Connect Salesforce with Datagrid to automate CRM data processing and sync data across platforms.

MongoDB

MongoDB

Connect MongoDB with Datagrid to automate cross-referencing document data, flagging anomalies, and generating reports across systems.

BIM 360 Build

BIM 360 Build

Connect BIM 360 Build with Datagrid to automate workflows with AI agents using field data like issues, RFIs, and forms.

Civil 3D

Civil 3D

Connect Civil 3D with Datagrid to leverage AI for processing civil infrastructure design data seamlessly.

Stripe

Stripe

Connect Stripe with Datagrid to automate financial data processing and sync payment records.

Monday

Monday

Connect Monday.com with Datagrid to pull work management data into AI workflows for automated analysis and reporting.

Mixpanel

Mixpanel

Connect Mixpanel with Datagrid to automate workflows using product usage data.

Quickbase

Quickbase

Connect Quickbase with Datagrid to extract operational data from custom business applications and process it with agentic AI across your entire tool stack.

Amazon RDS

Amazon RDS

Datagrid's Amazon RDS integration enables AI-driven data enrichment directly into your Amazon RDS databases.

Dropbox

Dropbox

Connect Dropbox with Datagrid to automate document extraction, file classification, and data processing across your cloud storage.

Hilti ON!Track

Hilti ON!Track

Connect Hilti ON!Track with Datagrid to automate asset tracking workflows and generate job costing reports with AI agents.

ArchiCAD

ArchiCAD

Integrate ArchiCAD with Datagrid to transform BIM data using AI for automated reporting and project insights.

SYNCHRO 4D Pro

SYNCHRO 4D Pro

Connect SYNCHRO 4D Pro with Datagrid to automate reporting, risk detection, and data blending.

Github

Github

Connect GitHub with Datagrid to turn repository activity into structured datasets for reporting and workflows.

Fieldwire

Fieldwire

Connect Fieldwire with Datagrid to turn field data into project intelligence using agentic AI.

Sage 300 Cloud

Sage 300 Cloud

Connect Sage 300 Cloud with Datagrid to transform ERP records with AI agents across financial modules.

BuildingConnected

BuildingConnected

Connect BuildingConnected with Datagrid to automate preconstruction bid analysis, subcontractor qualification, and cross-system data processing with agentic AI agents.

Navisworks

Navisworks

Connect Navisworks with Datagrid to extract clash detection results and model data for AI analysis and cross-platform sync.

Azure Blob Storage

Azure Blob Storage

Connect Azure Blob Storage with Datagrid to automate data workflows by reading and writing data from blob containers using agentic AI.

HubSpot

HubSpot

Connect HubSpot to Datagrid to automate CRM data ingestion, transformation, and agentic AI workflows.

CMiC

CMiC

Automate CMiC data processing and enhance vendor management with Datagrid's AI agents.

Notion

Notion

Connect Notion workspace data to Datagrid for analysis by AI agents.

SurveyMonkey

SurveyMonkey

Connect SurveyMonkey with Datagrid to pull survey response data into recurring workflows executed by Datagrid's AI agents.

Azure Data Lake Storage

Azure Data Lake Storage

Connect Azure Data Lake Storage with Datagrid to automate data workflows using agentic AI.

Snowflake

Snowflake

Datagrid automates the process of extracting, transforming, and loading data into Snowflake tables, eliminating manual export cycles.

Azure MySQL Database

Azure MySQL Database

Connect Azure MySQL Database with Datagrid for scheduled sync workflows on managed MySQL data.

Freshdesk

Freshdesk

Connect Freshdesk with Datagrid to integrate customer support data into AI workflows for analysis and reporting.

BIM Track

BIM Track

Integrate BIM Track with Datagrid to automate BIM issue triage, cross-platform escalation, and coordination reporting.

Exchange

Exchange

Pull email messages, calendar events, and contacts from Microsoft Exchange Online directly into Datagrid.

Google Cloud SQL - PostgreSQL

Google Cloud SQL - PostgreSQL

Connect Google Cloud SQL - PostgreSQL with Datagrid to harness managed PostgreSQL data for AI workflows, including enrichment and cross-platform syncing.

Related guides

How AI Agents Keep Your Submittal Log on Schedule

How AI Agents Keep Your Submittal Log on Schedule

Submittal logs fall behind when data lives in disconnected systems. See how AI agents automate spec extraction, compliance checks, and resubmittal tracking.

CSI Divisions and Construction Specifications (Complete Guide)

CSI Divisions and Construction Specifications (Complete Guide)

Learn how MasterFormat's 50 CSI divisions, three-part section format, and project manuals work together to govern scope, quality, and requirements.

Transmittal vs. Submittal in Construction

Transmittal vs. Submittal in Construction

Learn the difference between transmittals vs submittals in construction, where teams conflate them, what it costs, and how AI agents enforce standards.

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 AconexGitLabGitLabBigCommerceBigCommerceDDriftDatabricksDatabricksProcoreProcoreTrimble ConnectTrimble ConnectDocuSignDocuSignBigQueryBigQueryAirtableAirtableBoxBoxAmazon AuroraAmazon AuroraAmazon AWS S3Amazon AWS S3AcumaticaAcumaticaAccubid AnywhereAccubid AnywhereMS SQL ServerMS SQL ServerEEmqueHHighwireSSentryTTradeTappRRemarcablePPostgreSQLGGoogle SheetsJJiraRRevitBBridgitOOracle NetsuiteSSage IntacctFFacebook AdsSSmartsheetGoogle DriveGoogle DriveMariaDBMariaDBOneDriveOneDriveMS FabricMS FabricGoogle AnalyticsGoogle AnalyticsMS Dynamics 365 NAVMS Dynamics 365 NAVBIM360 DocsBIM360 DocsLinkedIn PagesLinkedIn PagesQuickBooksQuickBooksAmazon RedshiftAmazon RedshiftAsanaAsanaGoogle Cloud SQL - SQL ServerGoogle Cloud SQL - SQL ServerReviztoReviztoOutreachOutreachGoogle CalendarGoogle CalendarMicrosoft ExcelMicrosoft ExcelOracle Primavera Cloud (OPC)Oracle Primavera Cloud (OPC)Azure SQL DatabaseAzure SQL DatabaseMicrosoft TeamsMicrosoft TeamsFREDFREDAzure PostgreSQL DatabaseAzure PostgreSQL DatabaseEgnyteEgnyteGoogle Cloud StorageGoogle Cloud StorageHelloSignHelloSignJDBC MySQLJDBC MySQLSalesforceSalesforceMongoDBMongoDBBIM 360 BuildBIM 360 BuildCivil 3DCivil 3DStripeStripeMondayMondayMixpanelMixpanelQuickbaseQuickbaseAmazon RDSAmazon RDSDropboxDropboxHilti ON!TrackHilti ON!TrackArchiCADArchiCADSYNCHRO 4D ProSYNCHRO 4D ProGithubGithubFieldwireFieldwireSage 300 CloudSage 300 CloudBuildingConnectedBuildingConnectedNavisworksNavisworksAzure Blob StorageAzure Blob StorageHubSpotHubSpotCMiCCMiCNotionNotionSurveyMonkeySurveyMonkeyAzure Data Lake StorageAzure Data Lake StorageSnowflakeSnowflakeAzure MySQL DatabaseAzure MySQL DatabaseFreshdeskFreshdeskBIM TrackBIM TrackExchangeExchangeGoogle Cloud SQL - PostgreSQLGoogle Cloud SQL - PostgreSQL

Use cases

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

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