Overview
To get the most value from Trunk Tools, your project team needs to bring the right documents and data into the platform. Our agents rely on accurate, up-to-date project context to deliver reliable answers, insights, and workflow support.
This guide explains which folders and files you must include, what we strongly recommend, and what you should leave out when setting up your integrations.
Required Folders
To get the most value out of Trunk Tools, Trunk Tools needs the following folders integrated from Procore or Autodesk:
RFIs
Submittals
Specifications
Drawings
Documents / Files
Daily Logs
If your team is using a Document Management System (DMS) like SharePoint or Dropbox, these folders may not be labeled the same way. That’s okay! In those systems, please make sure Trunk Tools has access to this information. Your CSM will work with you to ensure our platform can ingest the correct project data.
Strongly Recommended Supporting Documents
While not required, adding the following documents will significantly improve the quality and completeness of project answers within TrunkText. It will also significantly increase the ROI Trunk Tools can provide project teams:
Schedules (including .xer files)
Scopes of Work
Contracts
Permits
Project Logs
Meeting Minutes
Quality Control Reports
Approved Budgets
Safety Documents
Documents We Do Not Recommend Uploading
To maintain performance and avoid noise in your project data, please do not integrate the following:
Preconstruction documents
Preconstruction files—such as early design packages or preliminary project materials—are often replaced once construction begins. Because they typically do not reflect the most current contractual or on-site requirements, including them can introduce unnecessary noise or confusion.
Exception: If you plan to use TrunkText, our Q&A agent, during the preconstruction phase, then certain precon documents may still be helpful.
Old drawings
This includes any drawing sets created prior to the final 100% Construction Drawings (CDs). Examples include:
SDs (Schematic Design drawings)
25% CDs
50% CDs
75% CDs
These drawing sets are commonly generated during preconstruction and are superseded by the 100% CD set, which is what teams should rely on during active construction.
Archived material
BIM files
Not currently supported
Photos
Not currently supported
When in doubt, remember C.L.E.A.R
Bringing over the right documents helps Trunk Tools deliver accurate insights and reduce time spent searching for project information. When in doubt, upload current, relevant documentation for active projects and leave out anything outdated or unsupported.