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Reading Emails Sent From Procore

Procore sends different types of emails to keep users informed of project changes and notify them of items requiring attention. Emails are sent from an admin user or company email and contain the project name, reason for email, and item type in the subject line. The email content describes the item details, updates, dates, and attachments. Some emails allow replying to respond directly in Procore, while others indicate to not reply. All emails include a link to view the item in Procore. Users should not ignore Procore emails as they act as a personal assistant for tracking project changes.

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Francisco Garcia
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39 views

Reading Emails Sent From Procore

Procore sends different types of emails to keep users informed of project changes and notify them of items requiring attention. Emails are sent from an admin user or company email and contain the project name, reason for email, and item type in the subject line. The email content describes the item details, updates, dates, and attachments. Some emails allow replying to respond directly in Procore, while others indicate to not reply. All emails include a link to view the item in Procore. Users should not ignore Procore emails as they act as a personal assistant for tracking project changes.

Uploaded by

Francisco Garcia
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Reading Emails Sent from Procore

Procore is able to automatically send you emails throughout a project to keep


you informed of relevant changes, as well as to notify you when a specific item re-
quires your immediate attention. This particular video will focus on explaining the dif-
ferent types of emails you’ll receive from Procore so you can get the most out of
your email inbox. To help understand all the tools and emails that are sent in Procore,
we will follow Sarah, a structural engineer on the project 1300 Islay as she interacts
with each tool.
All of the emails you will receive will be sent from either an ‘Admin’ user on the
account, like your project manager, or it will come from the company’s email. This
company email is set by the general contractor, so you’ll need to add the email ad-
dress to your contact list so that you can make sure that correspondences are white-
listed.
Understanding the subjects of the emails that come from Procore is a good
way to organize and prioritize communications between you and the general con-
tractor. Most emails will begin with the project’s name. There are exceptions, which
you will see, but in the case of Sarah, 1300 Islay is the project name, and it comes be-
fore anything else in the subject. This will help you keep track of where the infor-
mation is coming from if you are receiving emails from multiple projects. After the
project name, there will be a reason for the email followed by the item type. In this
example, the reason is, “Action Required” and the item type is, “submittal.” Finally,
the email subject will have the item that the email is pertaining to, like “submittal #41
Structural Steel Shop Drawings.” This is to help you know exactly the item that is be-
ing talked about in the email.
In the case of overdue items, we wanted to firstly stress the fact that some-
thing was overdue. In this case, the reason for the email is that your response to an
RFI is overdue. Even if you don’t see the project name in the subject of the email, one
thing is guaranteed, the reason for the email and the item that’s being impacted will
always be in the subject.
Throughout the project, you may receive change notification emails as well.
These will inform you, for example, that an approver response and comment has
been changed for a submittal.

In the content of the email, you will be able to see a full description of the item
that you are being emailed about. This may include the details of the item, who up-
dated the item, dates associated with the item, and any attachments. This way, you
won’t need to spend time logging in to Procore unless you absolutely need to.
On that note, there are many emails you will receive that will allow you to re-
ply to the email as a way of replying to the item. In this case, you cannot reply to this
email because the email is not informing you that you need to respond to the item.
You will see this, “Do not reply to this email” banner at the top.
However, if we switch to an email regarding an RFI that you are being asked
to respond to, you will be able to respond to the item from your email. In this case,
you won’t need to go into Procore to respond to the RFI unless you need to. We’ll
delve deeper into this functionality in a future video, but for now, know that when-
ever an email says that you can respond to the item by replying to the email, you can
and it will be logged in Procore. However, if the email says, “Do not respond” in
bolded letters, it means that replying to the email will have no affect on the item in
Procore.
When and if you need to act upon them, or if you just want to view the item in
Procore, every email comes with a link to the item. You can click the link to the item,
or some emails come with a View Online link in the top left of the email. Once you
click this, you can log in and view the item. As you can see, there are a lot of options
in the emails you receive.
The most important thing to take away from this video is that you should
never ignore emails sent from Procore. Your email inbox is now like a free personal
assistant that keeps track of changes to items for you.
Now that you know all about the emails you will receive from Procore, you
have the ability to apply this knowledge to the emails we will be discussing in the
rest of the course.
Thanks for watching.

See Also

• What is in the emails sent from Procore?

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