CSI Spec Summary
Paste a CSI MasterFormat section number or text; get a structured summary: scope, Part 1/2/3 highlights, submittal checklist, common pitfalls, adjacent sections that travel with it.
Example automations · as-is
Construction
The paperwork that wakes you at 3 AM — a submittal aging, an RFI unanswered, a sub's insurance expired, a lien deadline creeping up. It doesn't have to be your job to remember. Describe it in plain English, point it at your Sheets and Drive, and InTouch AI runs it and flags what needs you.
Submittals, RFIs, drawing revisions, sub COIs, lien deadlines, project status — watched on a schedule. No per-task fee, and your project files stay in your office, not on someone else's cloud.
InTouch AI lives on your own computer. Your project files, drawings, and logins stay in your office — nothing gets uploaded to someone else's cloud, and there's no per-task fee. Use it as much as you want.
Everything below is a real, ready-to-run automation you install with a click and point at the spreadsheets and Drive folders you already keep. Nothing auto-sends to a client or sub: every notice stays your call. Every project has its own paperwork rhythm, so you adjust it to yours and check it before you rely on it.
The old way is killing your evenings
A spreadsheet you update once a week is not a system; it's a liability with your name on it. Here's what the old way costs you every night:
Submittals rot in inboxes
You've got 80 open submittals across 4 active projects. Nobody knows which ones are aging past 21 days. The submittal log spreadsheet gets updated once a week, maybe.
Drawings get revised quietly
The architect drops rev 4 into the shared Drive folder. Three days later your sub is in production on rev 3. The change order conversation that follows is not fun.
Sub COIs expire silently
You've got 30 subs across active jobs. Six COIs expire each month. Nobody's watching. One incident on a sub with lapsed coverage is a six-figure exposure.
Lien deadlines vary by state
Preliminary notice 20 days in CA, 40 in FL, no notice required in some states. Filing windows 30/60/90/120 days. Miss one and you forfeit lien rights on a job you're owed money on.
RFIs pile up in email
30 RFIs landed in your inbox this morning. Which need urgent attention? Which are routine clarifications? Which are cost-impacting? You're triaging at 7 PM after the field calls stop.
Status reports take half a day
Wednesday morning the owner wants a status update on three projects. You spend two hours assembling open RFIs, pending submittals, change orders in flight, and projected closeout dates.
Example AI skills
Stop reading specs line by line. Paste the document, get a structured read back.
Change Order Explainer
Pre-signature read of a CO. Plain-English breakdown: what scope changes, cost impact, time impact, hidden waiver clauses, what's negotiable. Flags blanket settlement language and acceleration disclaimers.
Submittal Reviewer
Pre-screen a vendor submittal against the spec excerpt it's submitted under. Flags missing data, spec mismatches, and substitution requests. Saves a PM 20 minutes per package by surfacing the obvious gaps before formal review.
Bid Estimator
Ballpark a bid from your scope + unit costs. Returns line items, subtotals (direct + OH + profit + contingency), risks that could blow the number, and what's missing. Sanity check, not a full estimate.
Example automation workflows
Don't start from a blank page — find it in the Hub and run it. Each workflow is ready to install, point at your setup, and run in your own language. Scheduled or trigger-driven, each one watches the Google Sheets/Drive you maintain (or the Gmail labels you set up) and digests to the channel you choose — without you ever opening it.
Drawing Folder Watcher
Polls a Drive folder for new and revised drawings. Detects file additions and modified-time changes via Sheet-backed state. Digest by project. (Companion drawing-rev-watcher handles Gmail-attached drawings for machine shops.)
RFI Triage
Polls Gmail for new RFI emails. Each one classified by Claude — trade, priority, likely cost/schedule impact, suggested reviewer. Logged to a Sheet, digest to the PM.
Submittal Tracker
Daily digest of pending submittals — aging by 14/21/28 days, plus items past their target return date. Reads a SubmittalLog Sheet you maintain.
Sub COI Expiration Tracker
Daily digest of subcontractor Certificate of Insurance expirations in 30/14/7-day windows. Catches lapses before a sub is on your jobsite with no coverage.
Lien Deadline Reminder
Daily reminder of upcoming lien deadlines you've entered. The workflow does NOT compute deadlines from state rules — you enter the dates your attorney or lien-service vendor gave you; the tool just reminds you 30/14/7/3/1 days out.
Project Status Digest
Weekly per-project roll-up: open submittals, open RFIs, pending COs, urgent items needing attention. Reads three companion Sheets and produces a one-screen digest per active project.
How it works
1. Install
Grab the free Personal edition of InTouch AI. Browse the InTouch Hub, pick the workflows and skills you want, click Install. Or drive it from the REST API.
2. Describe
Each workflow has placeholders — Sheet IDs, Drive folder IDs, credential names, recipient publishers. Read the README, point it at your real sources, verify locally. Stop configuring. Start describing what you want.
3. Walk away
This is the contract, now intelligent: tell InTouch AI what to do, when, what to do when it works, what to do when it doesn't, and who to notify. Attach a daily/hourly/weekly schedule. InTouch AI runs the workflow, sends the digest to your channel (email, Slack, Discord, Teams), and logs every run. The old "doesn't work" clause was a dumb rule — retry three times, email a log. Now it's an assessment: InTouch AI reads the failure, knows a Drive token expired or a Sheet moved, smart-retries or refreshes the credential, and surfaces the one sentence that matters. "It broke. Here's why. I fixed it." You didn't write the workflow line by line — so it debugs it for you.
What you don't get
No spin. Here's exactly where the line is:
- No Procore / PlanGrid / Autodesk Build integration. Drawing watcher works off Google Drive folders. Procore is a real Phase-2 build; we'll do it when the customer demand shows.
- No lien-deadline calculation. Lien rules are state-specific and getting them wrong loses lien rights. The workflow is a reminder; you enter the dates from your attorney or lien-service vendor.
- No legal interpretation. The change-order explainer flags risky language; it doesn't tell you whether to sign. Get a contracts attorney for non-routine COs.
- No financial submittal pricing. The bid estimator uses your unit costs (not invented). It's a sanity check; real estimating requires a real estimator with current quotes.
Stop chasing paperwork
Find it and run it: Personal edition is free. Install it on your laptop or office computer, connect your Google account, and point it at your project spreadsheets and drawings folder — and let it run. Your logins and project files never leave your office — they stay yours.