How to Automate Submittals in Procore Without the Manual Hassle
Manually entering submittals in Procore wastes time, introduces errors, and slows down your entire construction documentation process. In this guide, we’ll walk you through what’s possible when you automate Procore submittal creation — without diving into the technical weeds.
Whether you’re managing spec-driven projects, coordinating closeout packages, or handling internal documentation, a no-code Procore automation workflow can save your team hours each week while keeping your records clean and compliant.
Why Automate Submittals in Procore?
Construction teams spend too much time:
- Typing the same info twice
- Chasing email threads
- Uploading documents manually
Automation solves these problems by: - Reducing manual data entry
- Improving field-to-office communication
- Ensuring faster RFI and submittal turnarounds
What an Automated Workflow Looks Like
Imagine this:
- A subcontractor fills out a digital form
- Your internal team reviews the request
- A submittal is automatically created in Procore with the right subject, project, and attachments
No back-and-forth. No copying and pasting. Just a seamless submission-to-Procore pipeline.
This setup replaces outdated systems like PDF templates, email inboxes, and manually updated logs.
What Tools Power This Automation?
We use best-in-class no-code tools that integrate directly with Procore:
- A flexible intake system that your field team or subs can use from any device
- A back-end logic layer that validates and routes submittal data
- Procore integration that instantly creates a submittal with mapped fields and linked documentation
The result? A system that runs in the background so your team can focus on building, not babysitting documentation.
Is This Right for You?
This type of automation is ideal for:
- Project engineers juggling dozens of active submittals
- General contractors who want cleaner intake from subcontractors
- Teams aiming to digitize closeout workflows without adding headcount
Whether you’re mid-project or building out new internal systems, this workflow can be adapted to match your team’s tools and structure.
Why Work With Us
We specialize in helping construction teams implement no-code workflows that actually make a difference. You won’t get a generic tutorial — we’ll build a system that fits your project structure, terminology, and internal review process.
We’ve done this before. We’ll do it right for you.
Let’s Build It for You
You don’t need to learn Airtable or Make.com. You just need a partner who can make it work.
✉️ Or email us: [email protected]