The TrunkTools Submittal Agent automatically extracts submittal requirements from your specification documents and generates a Submittal Register, saving hours of manual work.

Key Benefits:

What's new in this release:

The Submittal Register now extracts both submittal directives (from Part 1 – Submittals) and product groups and products (from Part 2 – Products) of each spec section. You can view products alongside their spec sections, create submittals directly from a product, and see which products are covered by each submittal.

Included:

We're iterating quickly based on customer feedback. If you notice missing submittals or products, or have suggestions, please let us know using the Share Feedback button.

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

Without Admin permission, submittals will still be created, but Procore will ignore the following fields and either default them or leave them blank:

If you only need basic submittal creation without these fields, Standard permission is sufficient.

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 TrunkTools project is connected to multiple Procore 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 TrunkTools extracts to the item types available in your Procore project. This ensures submittals are created with valid types in Procore.

Why mapping matters: Procore projects may have different submittal types configured. For example, TrunkTools might extract "Sample" but your Procore project uses "Material Sample". Mapping ensures compatibility. If no mapping is done, submittals with unmapped types may fail to export.

Standard types include:

Assign who will manage the submittals in Procore. 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 users from your Procore 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.

Upload your specification document. You can either:

File requirements:

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 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 Procore.

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:

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

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.

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.

See this how-to for more details!

TrunkSubmittal extracts two things from each spec section:

With both in hand, you can easily assign specific products to your submittals so your register reflects exactly what's being submitted, not just generic directives like "Product Data: For each type of product indicated."

Open Spec View, pick a spec section, and click the Products tab on the right. You'll see all the groups and products the AI pulled from Part 2.

From this tab you can:

This tab is for reviewing what was extracted. Assigning products happens in the register table.

In the register table, each submittal has a Groups & Products column with a count like "3 Groups | 7 Products". Click the count to open the assignment panel for that submittal.

From the panel, pick the products you want to assign and choose how to handle them:

A preview shows what will change before you save.

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 Procore, creating submittal items without manual data entry.

Ensure the following before publishing:

Key Difference from Autodesk: Procore allows submittals to be created without spec sections. If a spec section doesn't exist in your Procore project, the submittal will still be created successfully – just without a spec section link.

After publishing, you can manually attach spec sections in Procore:

Pro Tip: If you want submittals to have spec sections attached from the start, create all spec sections in Procore (Specifications → Spec Sections → Add Section) before exporting from TrunkTools.

After publishing, each submittal shows one of three statuses:

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:

Handle failures promptly: Address any "Export Failed" items before they accumulate