The TrunkSubmittal agent automatically extracts submittal requirements from your specification documents and generates a Submittal Register, saving hours of manual work. Instead of reading through hundreds of pages to identify every Product Data, Shop Drawing, Sample, and other submittal requirements, the agent does it for you in minutes.

Key Benefits:

You're using the Alpha version of the Submittal Register. Here's what that means:

What's included in Alpha:

What's coming in Beta (Version II):

We're iterating quickly based on customer feedback. If you notice missing submittals or have suggestions, please let us know!

Before you can use the Submittal Register with Autodesk Build, ensure the following requirements are met:

Creating a submittal register involves a guided setup wizard that walks you through seven steps. This ensures your register is properly configured before AI extraction begins.

From your TrunkText project, click TrunkSubmittal and find Submittal Register in the left navigation

If this is your first register:

If a register already exists for this project:

The setup wizard includes the following steps:

If your Trunk Tools project is connected to multiple Autodesk Build instances, select which one this register should publish to. Each register can only be connected to one integration.

Give this Register version a name. When you upload a new spec book version later, you'll be able to compare changes between versions.

Define how your submittal titles should be formatted. This ensures consistency across all extracted submittals and matches your project standards.

Available title components:

Example: "03 30 00 - Cast-in-Place Concrete - Shop Drawings" using Spec Number + Spec Title + Type with dash separators.

Map the submittal types that Trunk Tools extracts to the item types available in your Autodesk Build project. This ensures submittals are created with valid types in Autodesk.

Why mapping matters: Autodesk Build projects may have different submittal types configured. For example, Trunk Tools might extract "Sample" but your Autodesk project uses "Samples" (plural). Mapping ensures compatibility. If no mapping is done, Autodesk generating submittals for the unmapped types might fail.

Standard types include:

Assign who will manage the submittals in Autodesk Build. You have two options:

Option A: Global Manager (Recommended for smaller projects)

Assign one person to manage all submittals regardless of spec section. This is the simplest option and works well when one Project Engineer handles all submittals. A list of Submittal Managers from your Autodesk project will load and you need to select one.

Option B: By CSI Division (For larger projects)

Assign different managers to different CSI divisions. For example, your Concrete Manager handles Division 03, your Masonry Manager handles Division 04, etc.

Note: The managers you select must already be Submittal Managers in your Autodesk Build project.

Upload your specification document. You can either:

File requirements:

Click Generate Submittals to start the AI extraction process. Trunk Tools will:

Processing time: Typically 3-6 minutes depending on spec book size. As soon as the first batch of submittals are processed, you will be taken to to the Submittal Register table and new submittals will continue streaming until the extraction process is complete.

Once generation is complete, you'll see your submittal register in a table format. This is your workspace for reviewing, editing, and managing extracted submittals before publishing to Autodesk Build.

Use the table controls to quickly find specific submittals:

Sorting: Click any column header to sort ascending/descending. Default sort is by CSI section number.

Sorting options:

Filtering options:

Inline Editing: Click on any editable cell to modify its value. Changes are saved automatically when you click away or press Enter.

Editable fields:

Undo: Each submittal has a "Revert to original" option to restore the AI-extracted value if you want to undo your changes.

Add New Submittal: Click the "+ Add Submittal" button to create a new row. Fill in the required fields (Title, Type, Category, Spec Section) and save.

Delete Submittal: Select the submittal(s) you want to remove, then click the Delete action. You'll be asked to confirm before deletion.

Duplicate Submittal: Use the "Duplicate" action to create a copy of an existing submittal. The copy will have "(Copy)" appended to the title and is marked as "Manually Added."

Select multiple submittals using the checkboxes to perform bulk operations:

Click the "Manage Column" button to adjust your submittal column view. Drag and drop to organize the columns, and select the “eye” icon to hide the columns from your table view.

Your feedback helps us improve our AI extraction accuracy. You can provide feedback at two levels:

1.) Row-Level Feedback (Thumbs Up / Thumbs Down)

Each submittal row has thumbs up and thumbs down icons on the right side. Use these to tell us:

This feedback helps train our TrunkSubmittal agent to be more accurate over time.

2.) Global Feedback (Share Feedback Button)

Click the Share Feedback button in the top-right corner to provide overall feedback about:

💡 Pro Tip: If you notice patterns in extraction errors (e.g., a specific type is consistently miscategorized), use the global Share Feedback button to let us know – this helps us make systematic improvements.

The Spec View provides a side-by-side comparison of your extracted submittals and the original specification text. This is invaluable for validating AI extractions and understanding the source of each requirement.

Click the Specs tab to access Spec View. The left panel shows your spec sections organized by CSI division, and the right panel shows the submittals and highlighted source text.

Division Navigation: Divisions can be expanded or collapsed.

Spec Section Detail: Click a spec section to see its submittals listed alongside the highlighted specification text.

View Highlight: See exactly where in the spec text each submittal requirement was extracted from.

The Overview page provides a summary of your entire submittal register at a glance. Click Overview in the navigation to access it.

See how your submittals are distributed:

View the breakdown of submittals by type (Product Data, Shop Drawings, Samples, etc.) with percentages and counts. Click any type to jump to the register table with that filter applied.

See how many submittals were extracted from each CSI division. This helps you quickly identify if any major divisions are missing or have unexpected counts.

Export your submittal register as a CSV file for use in spreadsheets or manual import into other systems.

The most powerful feature of the Submittal Register is the ability to publish directly to Autodesk Build, creating submittal items without manual data entry.

Ensure the following before publishing:

If a spec section doesn't exist in your Autodesk Build project, Trunk Tools will prompt you to create it before publishing the submittal. This ensures all submittals are properly linked to their source specifications. This is an Autodesk requirement.

After publishing, each submittal shows one of three statuses:

NOTE: If a submittal references a spec section that has not yet been created in Autodesk, that spec section will appear with a red outline. The red outline indicates that no corresponding spec section currently exists in Autodesk.

As your project progresses, you'll receive updated specification books. The Submittal Register supports multiple versions so you can track changes over time.

Use the version dropdown in the header to switch between register versions. Each version maintains its own set of submittals and publish status.

If you encounter issues not covered here: