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Procore

What can Procore AI do with Procore data?

Background

Procore AI helps you find, draft, update, and publish items in Procore. Security and accuracy are built in, and every AI-assisted action follows two rules:

  1. Permissions and roles: Procore AI works within your existing Procore permissions. It can't access, retrieve, or change anything you don't already have permission to view or edit.

  2. Human-in-the-loop verification: Procore AI Procore AI never creates or changes data on its own. It can retrieve information freely, but any create or change is staged as a draft (such as an RFI response or a daily log entry) for you to review and approve before it is applied.

Answer

The tables below show which actions Procore AI can help you take in each Procore tool. We are continually adding functionality and aiming to improve. If a response could be better, flag it in your chat so our team can review it.

  • Custom Fields: For tools that use custom fields, those fields are included wherever the tool supports an action. For example, the RFI create action is supported and so the AI will include any custom RFI fields a company has.

  • Retrieve actions: Procore AI can retrieve data from the tools and fields listed in What information is searchable using Procore Search?

  • Create and update: Your selected AI mode (Ask or Execute) affects whether Procore AI can make changes.

Project Management

Tool

Retrieve

Create

Update

Bulk
Create and Update

Coordination Issues

Correspondence

Daily Log

Documents

 

 

 

Drawing

 

 

Meetings

Photos

 

Predictive Insights

n/a

n/a

n/a

Project Directory

 

 

 

RFIs

Schedule (legacy)

 

 

 

Scheduling

 

 

 

Specifications

 

 

Submittals

Tasks

 

Procore AI can retrieve data from other tools as well.

Financial Management

Tool

Retrieve

Create

Update

Bulk Create and
Update

Change Events

(including RFQs)
 

 

 

 

Change Orders

 

 

 

Commitments

 

 

 

Direct Costs

 

 

 

Invoices

 

 

 

Prime Contracts

 

 

 

Procore AI can retrieve data from other tools as well.

Preconstruction

Tool

Retrieve

Create

Update

Bulk Create and
Update

Bidding
 

 

 

 

Estimating

 

 

 

Procore AI can retrieve data from other tools as well.

Quality and Safety

Tool

Retrieve

Create

Update

Bulk Create and
Update

Action Plans

 

Forms

 

 

 

Incidents

Inspections

Instructions

 

 

 

Observations

Punch List

Procore AI can retrieve data from other tools as well.

Resource Management

Tool

Retrieve

Create

Update

Bulk Create and
Update

Equipment
 

 

 

 

Procore AI can retrieve data from other tools as well.