Keep RFIs tied to the latest response.
Answers are buried in email threads.
Est. deploy 2–4 weeksSee the walkthrough
Operations & Reporting · Construction
Spot submittals that threaten the schedule.
Late approvals surface after procurement slips.
For: Project engineers and the team responsible for operations & reporting in construction.
01 · The outcome
What good looks like.
The team has a reviewed submittal risk list with next owners, with source evidence and an explicit approval before any external action. Track submittals approved before procurement cutoff against a baseline; do not assume automation improves it.
A connected workflow that uses submittal log, reviewer dates, lead time, and approved project schedule to compare approval timing with procurement needs and flag dependencies. It produces a reviewed submittal risk list with next owners.
Where AI helps, and where a person decides.
AI can compare approval timing with procurement needs and flag dependencies. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The project engineer verifies the source facts and approves the final action.
Project engineer is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Project engineer: Capture the source and scope
- Project engineer: Review the proposed outcome
- Project engineer: Release only the approved version
- Project engineer: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A submittal status or required-on-site date changes. Connect only submittal log, reviewer dates, lead time, and approved project schedule. The project engineer confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to compare approval timing with procurement needs and flag dependencies. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a reviewed submittal risk list with next owners against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Project engineer has recorded approval or a reason to hold the item.
After explicit approval, save a reviewed submittal risk list with next owners in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review submittals approved before procurement cutoff each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=construction-submittal-log
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- CONSTRUCTION-SUBMITTAL-L-DEMO-001
- Trigger
- A submittal status or required-on-site date changes.
- Owner
- Project engineer
- Prepared output
- a reviewed submittal risk list with next owners
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Submittals approved before procurement cutoff
Start with your tools.
Connect Procore, QuickBooks, Microsoft 365 through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your project engineer time five examples of this work. Use redacted copies of submittal log, reviewer dates, lead time, and approved project schedule to make a reviewed submittal risk list with next owners manually, then list which fields required judgment.
What to measure.
- Submittals approved before procurement cutoff
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
See the whole floor on one screen.
Weekly reports describe a business that has already moved on.
Est. deploy 4–6 weeksSee the walkthrough
Spot chair-time gaps before the week starts.
Short gaps in the schedule go unused.
Est. deploy 4–6 weeksSee the walkthrough
Want this running in your business in 2–4 weeks?
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