You enable AI to read Procore documents across your projects by copying Procore files, versions and metadata into a record you control, mapping the metadata into a consistent schema and indexing the content so an AI model can search it and cite its sources. The Utopiaverse™ does this in your own Azure tenancy, using CDE Backup™ for live projects and CDE Archive™ for completed ones, with AI Insights answering questions with links back to the original records.
Why builders want AI over Procore
Builders run large numbers of projects in Procore, each holding drawings, specifications, RFIs, submittals, inspections and site records. Much of the most useful knowledge in a construction business sits in that history: how an issue was resolved, which subcontractor performed well, which product caused defects. Finding it means opening project after project and searching each one.
Procore is adding AI features within its own platform. Builders whose work also involves clients' CDEs, consultants' platforms and SharePoint need AI that can see across all of them, and that can include completed projects that are no longer active.
What needs to happen before AI can read Procore at scale
Content needs to be copied into a location AI can index across many projects without affecting live work. Procore metadata such as revision, status and document number needs to be mapped into a common schema so AI can filter consistently across projects and alongside other platforms. Scanned content needs OCR, and version history should be preserved so AI knows which revision applies.
The Utopiaverse™ handles these steps, landing Procore content in your own Azure with metadata mapped to a schema aligned with ISO 19650.
How to enable AI on Procore documents, step by step
Choose the projects to include, starting with a mix of live and recently completed work.
Use CDE Backup™ for live projects and CDE Archive™ for completed projects.
Set up the Azure tenancy and region that will hold the record.
Arrange a Procore service account with read access to the chosen projects.
Agree how Procore fields map to the common schema.
Let the content copy and index, then test AI Insights with questions your project and estimating teams actually ask.
Extend to more projects and to related platforms, such as clients' CDEs and SharePoint.
Procore alongside client and consultant platforms
Builders rarely hold the whole project record. Designers work in Autodesk Forma or ProjectWise, clients often require submissions in Aconex or InEight, and the business keeps its own records in SharePoint. Bringing those platforms into the same record lets AI answer questions that span them, such as following a design change from the consultant's drawings through to the site records in Procore. CDE Sync™ keeps those platforms connected during delivery. Our guides on connecting Procore and Forma and connecting Procore and Aconex explain how.
What builders can ask
Once Procore content is indexed, project and estimating teams can ask practical questions. How did we resolve waterproofing issues on similar basements? Which RFIs on past projects related to this structural system? Which subcontractors had the fewest defects on recent fit-outs? AI Insights finds the relevant passages across every project, including text in scanned documents, and writes an answer that cites each source, so teams can check the original records before acting.
Security and control
AI Insights runs natively on Azure inside your own tenancy, in the region you choose, so Procore content is not sent to a third party to be indexed. Utopia Digital's products stream files without storing them, and Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
Procore, AI and the Utopiaverse™
Making Procore readable by AI brings it into the Utopiaverse™. CDE Backup™ and CDE Archive™ bring content into your Azure, CDE Sync™ connects Procore with other platforms, CDE Migrate™ carries history when projects move onto or off Procore, with issues and RFIs migrating as part of it, and AI Insights answers questions across everything. See also How Can I Enable AI to Read My Common Data Environment? and the Procore integration page.
See AI over Procore content in the monthly live demo, or talk to the team about your projects.
