What are the differences between Datagrid AI in Procore and Datagrid Standalone?

Datagrid AI in Procore and Datagrid Standalone are both full AI products. Most Procore users with access to Datagrid AI in Procore do not need to visit Datagrid Standalone, since both products allow for AI conversations, agent creation, agent deployment, and information sharing. However, this article discusses the differences between these two products.

Datagrid AI in Procore: A conversational AI companion built directly into the Procoreside panel to retrieve project data and deploy agents you've selected or built. It's integrated into your project workspace and capable of considering page context in its responses.

• Good for capturing outcomes in an item, such as an RFI or submittal, within the system of record— Procore— to support downstream workflows, auditability, and formal project documentation.

Datagrid Standalone: In addition to AI data retrieval and agent deployment, the Datagrid standalone product helps you conduct cross-project analysis and use 'pages' to collaborate and pin key AI insights. With the Enterprise version, users have video-audio processing and more integration options. Admin have additional features such as building global templates for agents and viewing credit metrics.

• Good for developing and preserving structured insight prior to formalization. Dynamic 'pages' allow teams to pin findings, embed auto-refreshing data blocks, and iterate on complex analysis within a flexible, collaborative workspace.

What can I do in the Procore version?

The Datagrid side panel in Procore is optimized for contextual execution. Some actions utilize the direct link between the AI and Procore:

• Contextual awareness: The AI sees aspects of the specific tool or Procore record you are currently viewing (e.g., a specific RFI or Submittal). It can provide assistance based on that information—a feature not available in the Datagrid standalone environment.

• Direct review: The side panel facilitates drafting Procore items (like an RFI draft) directly in your project workspace, allowing for a more seamless transition from asking and then reviewing the result on your screen.

• Integrated workflow: Use AI-assisted search and retrieval within the Procore workspace for in-the-moment task resolution.

What can I do in the Datagrid standalone product?

The Datagrid standalone product facilitates collaboration between AI and humans, cross-project analysis, and managerial insight.

• Collaborative canvas: Using 'pages', users can collaborate in the following ways:

  • Pin AI insights: Pin specific AI-generated responses to a page to help centralize research on complex issues. Organize or archive long-form research threads that span multiple sessions or Procore projects.

  • Live data blocks: Embed specific queries, such as "List open submittals for Project X" that automatically refresh to reflect real-time changes within Procore.

  • Collaborate with @mentions: Work together to refine content. Members can add manual annotations, edit text for technical precision, and use @mentions to facilitate peer review and cross-functional feedback.

• Cross-project analysis: Query across the entire organizational dataset (e.g., comparing safety metrics across five different regions simultaneously).

• Management (Admin):

  • Resource oversight: Monitor the monthly credit allotment and consumption rates.

  • Data orchestration (Enterprise only): Configure additional data sources, such as SharePoint or Sage, via API or Model Context Protocol (MCP). Learn how to connect a new app or MCP server. Note: Additional connections are configured and used in Datagrid Standalone, not in Datagrid AI in Procore. However, accounts with Datagrid AI in Procore automatically have direct access to your project's Procore data.

  • Agentic configuration (Enterprise only): Configure custom agent templates. This facilitates standardized and accurate data for AI agents across the organization.
    
    Learn more about how Datagrid Enterprise differs from Datagrid Pro.