Welcome. This guide covers everything you need to get up and running with TrunkRFI: what it does, what it doesn't do yet, and how to configure it for your projects.

The Prevent RFIs + Draft is an agent that helps your team figure out if an RFI is actually needed, and if it is, helps you get it out the door faster. When a question comes in, TrunkRFI searches your project documents: specs, drawings, submittals, addenda, past RFIs, etc.., and gives you one of two outcomes:

Go to TrunkRFI and type your question in the "Do I need an RFI?" box. The agent runs immediately and shows you its findings.

This is the best starting point when a subcontractor flags a question or conflict and you want to check the docs before creating an RFI.

If your project enables subcontractors to create a draft RFI in Procore or ACC, TrunkRFI picks it up automatically and runs its analysis. You'll receive an email notification if we find the RFI unnecessary as soon as the results are ready.

The email includes the RFI title, a summary of what was found, and a link to view the full analysis in TrunkRFI. You don't need to do anything to trigger this: it runs in the background as soon as a draft RFI is created in your PMS.

Which trigger should I use? Both triggers run the same analysis. The difference is just where you start. User-initiated is best when you have a question and want to check before creating an RFI in your PMS. The auto-trigger is best for catching RFIs that were already drafted in Procore or Autodesk Forma by your subcontractors.

The TrunkRFI home page has two sections below the question box.

This table shows draft RFIs from your PMS where the agent found a potential answer in your project documents. These are RFIs that may not need to be sent.

Each row is an RFI the agent has flagged for your review. Click the arrow to open the full analysis, review the supporting evidence, and decide if you want to close or void the RFI, or keep it open if you disagree with the finding.

This table shows all previously reviewed RFIs and questions: both ones you asked directly in the question box and ones that came through automatically from your PMS. It's your running record of everything TrunkRFI has analyzed on this project.

Use it to look up past analyses, share findings with your team, or confirm what the agent reviewed before a decision was made.

Here's what's outside scope for this release:

Note: TrunkRFI is AI and can make mistakes. Always verify the agent's findings against the source documents before closing an RFI or making a decision. Your feedback directly improves accuracy. If the agent gets something wrong, please let us know.

TrunkRFI comes pre-configured with sensible defaults, but you can adjust settings at any time. Click Manage Agent in the top-right corner of the TrunkRFI screen to open the Agent Manager.

This tab controls which RFI statuses automatically trigger the agent to run.

By default, we've set the agent to trigger on Draft RFIs. This is the recommended setting for most teams: it catches questions early, before they're formally submitted.

If you'd like the agent to also run on Open or other statuses, check the relevant boxes for each integration and click Update Agent.

A few things to know:

The Users tab lets you control who on your team has access to TrunkRFI for this project. Add team members here so they can view analyses, ask questions, and take action on RFIs.

The Email Notifications tab lets each user choose how they want to be notified when the agent finds something. There are four options: