Which AI functions are enabled by default and which are not?

Access Links

Opens a web page or document you link to and reads its actual contents, so you can point the AI at a spec sheet, manufacturer page, or code reference and ask questions about it. If you disable this tool, a pasted link is just text the AI cannot open.

Calculate

Performs real arithmetic instead of estimating the answer, which matters for budget reconciliations and complex quantity take-offs where a close-enough number is a wrong number.

Create Data Pipeline

Offers a one-click way to connect an outside system when your question needs data you have not imported yet, so you get a setup button in the reply instead of instructions to go do it yourself.

Data Analysis

Runs actual queries against your datasets to answer counting, totaling, and trend questions across many records, rather than eyeballing a sample. Especially useful for anyone tracking cost, schedule, or volume across a whole portfolio.

Provide Download Link

Hands back a downloadable file of the results, so a table you asked for becomes a spreadsheet you can send to someone else.

In-response Tables

Returns results as a real table in the reply instead of a paragraph listing everything, which makes row-by-row answers readable and easy to scan.

Detect Attachment

Notices when you have attached a file and pulls its contents into the conversation, so you can attach something and simply ask about it without explaining what it is.

YouTube Video Analysis

Paste a YouTube link and the AI can work from the video itself (picture and audio) to answer questions or assist you — for example a manufacturer how-to or a recorded industry talk. If this is disabled, the AI may request a transcript of the video and will not be able to consider visual aspects of the video.

Structure Extracted Data

Turns messy output from other tools into clean, consistent fields so the results can be sorted, filtered, and totaled. This one quietly supports most other tools, so it is best left on.

File Analysis

Reads a wide range of file types (documents, spreadsheets, and more) to answer specific questions about their contents, instead of you scrolling through the file to find the passage yourself.

CSV Restructure

Cleans up messy spreadsheet exports with title rows, section labels, or irregular columns so the data can be queried like a normal table. Especially useful for anyone working with exports out of estimating or accounting systems.

PDF Page Information

Maps out a long PDF page by page with short summaries, so you can find the right page in a large drawing set or spec book rather than reading the whole document.

Analyze PDFs using AI

Reads text and tables inside PDFs and answers questions about them, including scanned or image-heavy files that plain text extraction misses. Especially useful for teams whose contracts, specs, and submittals live as PDFs.

Classify Data

Sorts records into categories you define, such as labeling items high, medium, or low priority, so a long list becomes something you can triage.

Retrieve Dataset Information

Lets the AI check what your columns actually mean before answering, which is what keeps it from guessing which field holds the value you asked about. Best left on.

In-response Charts

Draws the answer as a chart in the reply (bar, line, pie, and more), so a trend is visible instead of described.

Dataset Info

Gives the AI the structure and relationships behind your data so it can answer analytical questions correctly across connected tables. Best left on.

Semantic Search

Searches your data by meaning rather than exact wording, so it understands context and finds the right records even when your phrasing does not match exactly what is written.

Find File

Locates the specific file, and the page inside it, that relates to your question, so you do not have to remember where a document was filed.

Read File Contents

Opens files you have already uploaded and reads them directly, which is what lets you ask follow-up questions about a document without re-attaching it.

Memory

Lets the AI retain preferences and useful context across conversations, so you stop repeating your standards, formats, and project background every time.

PDF Manipulation

Splits, merges, and reorganizes PDF files, so you can pull a handful of relevant pages out of a large set and share just those.

Document Generator

Produces a finished, formatted document you can hand off, instead of chat text you would need to copy and lay out yourself.

PDF Form Processing

Fills in PDF form fields, so recurring paperwork can be populated from data you already have rather than typed in by hand.

Image Generator

Creates images from a description, useful for illustrating a concept or a proposal when no photo or drawing exists.

Video Generator

Creates short video clips from a description, for walkthroughs or explanatory content where a still image is not enough.

Web Search

Looks up current information on the open internet and cites its sources, which is how you get at things that live outside your own data, such as external regulations or today's weather. Unlike Access Links, you do not need to know the URL — it finds the pages for you.

Automations

Sets up work that runs on a schedule without anyone starting it, so a recurring report or check happens on its own. Every other tool only runs when someone asks; this is the one that runs on a clock.

AI Page Authoring

Builds and edits full multi-section Datagrid Pages, with headings, charts, tables, and images arranged on a canvas, and streams the changes in as it works. Document Generator produces a file to send; this produces a living page in the product you can keep revising.

People Research

Gathers public professional background on an individual — role, employer, career history — so you can prepare before meeting an owner's rep, inspector, or trade partner. Company Research covers the organization; this covers the person.

Company Research

Gathers public background information on a company (industry, size, locations, recent news) so you can size up a bidder, developer, or vendor without opening a dozen tabs. Without enabling this tool, the AI will only focus on what is already in your own project data. Especially useful for owners and developers.

Procore Support

Searches Procore's own help and support documentation to answer "how do I do this in Procore" questions. Web Search might land on an outdated forum post; this reads the official documentation.

Web Browser

Actually operates a website — clicking through pages, filling forms, and navigating an interactive application to reach information. Access Links reads a page as it loads; this one works through sites where the content only appears after you interact with it.

NEC Calculator

Runs real National Electrical Code calculations such as voltage drop and conduit fill, and consults material properties against NEC standards. Calculate does the arithmetic; this applies the code rules that determine which arithmetic is correct. Especially useful for electrical and specialty contractors.

Content Writer

Produces structured, audience-appropriate long-form writing: reports, articles, client emails, newsletters, posts. Document Generator handles the file and formatting; this handles the writing itself. Especially useful for marketing, business development, and communications teams.

Mint Page

Creates a brand-new Datagrid Page from a title, filling in the content as it goes, when you want a fresh page rather than an edit to an existing one.

Edit Page

Makes targeted revisions to an existing Datagrid Page, changing only the parts you asked about and leaving the rest of the layout intact.