Skip to main content

Custom checks

Every firm has standards that no off-the-shelf check covers: cover-sheet requirements, naming conventions, the way your details must be referenced. Custom checks let you turn those standards into checks you can run on any project.

Use case: create a check for your office's specific cover-sheet requirements and reuse it on every job.

Video / 0:48My Custom Features

Creating a custom check

  1. Open Custom Checks from the tools rail.
  2. Describe what you need in plain language: what to look for, what counts as a violation, and what evidence matters. You can also import an existing checklist (for example a spreadsheet of review items) and turn the whole list into runnable checks at once.
  3. The platform researches your project documents to ground the check in what's actually in the set, then proposes a plan: which items it will run, which don't apply to this set, and which it can't do yet.
  4. Approve the plan and launch.

What custom checks can do

Custom checks handle the review moves a human checker makes:

  • Text matching: tags, labels, and schedule entries that must agree.
  • Cross-referencing: details, callouts, and references that must resolve.
  • Vision: reading, categorizing, and matching what's drawn on the sheet.
  • Calculations and connectivity: quantities that must add up, systems that must connect.

Each finding lands in Issues & Comments with a citation and a marked-up evidence image, so you can verify it at a glance.

note

Checks that require precise measurement off the drawing (dimensions, areas, clearances against a numeric threshold) aren't supported in custom checks yet. The platform will tell you when an item falls in that bucket rather than running it unreliably.

Reusing and rerunning

Saved checks live in your library. Run them on the next revision or the next project; the check adapts to the new set rather than expecting identical drawings.

From chat to check

If the chat just did something you'll want again, ask it to save the workflow as a repeatable check, no need to rebuild it from scratch.