Instructor-led course
A wrong product data sheet costs schedule at the worst possible moment. Build the check in.
A 7-hour instructor-led course for project managers, coordinators and administrative staff who prepare submittal packages. It covers structuring a product data library, parsing proposals for callouts, version control, package assembly and transmittals, and flagging what is missing before it becomes a problem.
- Length
- 7 hours
- Delivery
- 100% Instructor-Led
- Format
- In person · Virtual · Hybrid
- Capacity
- 15 participants
What this is
A course, not a consulting engagement.
All exercises use standardized sample business documents provided by the instructor. That is deliberate. Your team learns a method they can apply to anything, instead of watching us work on one pile of files.
It teaches the skill. It does not produce documents or set up systems on any participant's behalf. If you want the build work done, that is a separate engagement with its own scope and price.
Course title
AI for Submittal Package Preparation
What you get
What your team can do by the end of it.
Structure a product data library so the correct document can be retrieved reliably
Direct an AI assistant to read a proposal and identify every product called out
Apply version control to product data sheets and finish charts
Sequence and assemble a complete package including the transmittal
Build a flagging step so a missing document surfaces instead of being guessed at
How the time is spent
7 hours, accounted for.
The hours below are what we commit to deliver, not an estimate.
| Segment | Time |
|---|---|
| Library structure and naming conventions | 1.5 hours |
| Parsing proposals for product callouts | 1.5 hours |
| Document selection and version control | 1.5 hours |
| Package assembly and transmittals | 1.5 hours |
| Missing item flagging and review | 1 hour |
| Total | 7 hours |
Who it is for
The people who assemble the submittal package.
Project managers, assistant project managers, project coordinators and administrative staff at construction and specialty trade contractors who prepare or check submittal packages. No prior AI experience is required.
Submittal preparation consumes senior project management time on work that is mostly retrieval and assembly, and a package returned for a wrong product data sheet costs schedule at the worst possible moment. Participants leave able to assemble packages faster with a deliberate check for what is missing.
Straight answers
The questions buyers actually ask.
Can our team work through this at their own pace instead?
No. It is 100% instructor-led and delivered live, in person, virtually, or part each. There is no recorded version, because the practice segments only work with someone in the room to correct technique as people go.
Do we practise on our own proposals?
No, and that is deliberate. All exercises use standardized sample proposals and product data provided by the instructor, so the course teaches a transferable method rather than becoming a working session on one company's files.
Will you build our library or assemble our packages for us?
Not as part of this course. It teaches the skill. It does not build a library or assemble packages on any organization's behalf. If you want that work done, it is a separate engagement with its own scope and price, quoted at our standard rates.
Which AI tools does it cover?
The method is tool-agnostic and taught on a general purpose AI assistant. The instructions, verification habits and data boundaries transfer across assistants, which matters because most organizations change tools at least once while the skills stay useful.
Who can attend, and how many?
Capacity is 15 participants. Kriv AI contracts with your organization, which names the people who should attend. There are no individual seats to purchase.
Who delivers it?
A senior practitioner who does this work in real engagements, not a trainer reading someone else's deck. The person who scopes the delivery is the person in the room.
Start here
Tell us the team and the week, and we will tell you the shape.
Kriv AI contracts with your organization, and you name the people who should attend. A short call is enough to work out whether this course is the right one for your team.
+1-732-433-5564 · info@kriv.ai · East Brunswick, NJ
“A massive time saver.”
Flagship engagement, 2025, 2,000+ associates · 122 locations. From kickoff to independently productive engineers in 3 weeks.