RFI Chaos? How to Automate RFI Creation in Procore

Tired of manually creating RFIs in Procore?

You're not alone. Manual Request for Information (RFI) workflows slow down projects, create confusion, and eat up valuable time that could be spent on actual construction work.

In this guide, I’ll show you exactly how to automate RFI creation in Procore using tools like Jotform, Make.com, and Google Drive — no coding required. This is the same automation we’ve implemented for construction teams across the U.S. to reduce admin time, avoid delays, and streamline their project communication.

🚧 Why Manual RFIs Are a Problem in Construction

If you’re a project manager or GC using Procore, you already know how chaotic the RFI process can get. You're chasing subcontractors for forms, digging through email threads for attachments, and manually inputting everything into Procore.

Not only is this time-consuming — it also creates risk. A missed RFI or delayed submission can throw off the entire timeline of a job.

✅ What You'll Learn in This Tutorial

In just 5 minutes, you’ll learn how to:

• Automatically create an RFI in Procore using Jotform
• Connect form submissions to Procore with Make.com (Integromat)
• Organize and store contractor-uploaded documents in Google Drive
• Cleanly structure your folder system for fast RFI tracking
  
  This setup removes all the manual steps and ensures every RFI submission is captured, documented, and synced with your project record in Procore.

🔧 Tools You'll Need

This automation uses three main tools:

• Jotform – A contractor-facing form to collect RFI data and attachments
• Make.com – The no-code automation tool to handle the workflow logic
• Google Drive – To store files and organize them by project or contractor
  
  If you haven’t already, you can sign up for Make.com here.

🧠 How It Works (Step-by-Step)

Here’s a quick breakdown of the automation:

1. RFI Form Submission via Jotform
Your subcontractor fills out a branded RFI form — including fields like project name, question, urgency, and file uploads.

2. Google Drive File Management
As soon as the form is submitted, any attached documents are saved in a structured Google Drive folder organized by project.

3. Make.com Triggers the RFI in Procore
Behind the scenes, Make.com reads the form submission and uses Procore’s API to automatically generate a new RFI in the relevant project.

4. Final Sync and Confirmation
The new RFI shows up in Procore, already populated with the submission details and file links — ready for your team to respond.

📂 Folder Organization Tip

One of the overlooked benefits of this setup is clean folder structure. Every submission gets its own folder, making it easy to locate attachments and reference them later in Procore.

🧰 Who This Is Built For

• Construction Project Managers using Procore
• General Contractors juggling multiple subcontractors
• Ops teams exploring no-code tools like Make and Jotform
• Anyone looking to scale their project communication workflows

💡 Final Thoughts

Automating RFIs in Procore is one of the fastest ways to reduce admin overhead and prevent critical communication delays. If you’re serious about running a tighter ship on your construction projects, this workflow is a no-brainer.

Give it a try — or let us set it up for you.

💬 Want This Built Into Your System?

We’ve helped dozens of construction teams implement this exact workflow.

📅 Book an automation strategy call
📩 Or email us directly: [email protected]