Estimating & bid skills

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These skills support estimators and preconstruction teams on commercial and retail build programs. They are common in general-contractor and program-estimating workspaces with CSI trade folder structures, Outlook bid inboxes, and scope-sheet Excel workflows.

Daily estimator workflow

Skill	What it does
`estimator-briefing`	Morning bid inbox digest — deadlines, coverage gaps, follow-ups
`start-my-day`	Chief-of-staff morning briefing across email, Wrike, and active bids
`bid-tracking`	Scan Outlook for sub bid responses — filed vs still in email
`proposal-filer`	Download bid attachments from email into CSI trade folders
`gap-detection`	Cross-reference scope sheet vs CSI folders for missing trades

Bid packages & review

Skill	What it does
`project-setup`	Create new project folder cloned from similar historical job
`bid-package-for-subcontractor`	Assemble sub-facing bid package with share link
`bid-package-review`	Document-abstraction App flow for scope-to-bid checklist + blue sheet
`bid-leveler`	Side-by-side trade bid comparison from PDF/DOCX proposals
`bid-letter-generator`	Generate client bid scope letter from internal estimate
`dutch-bros-form-filler`	Map scope sheet to client proprietary bid form (customer-specific)

Scope sheets (blue sheet)

Skill	What it does
`scope-sheet-reader`	Parse existing Estimator Scope Sheet — divisions, amounts, status
`scope-sheet-filler`	Populate scope sheet from collected bid PDFs (writes Excel — requires approval)

GRO / Walmart remodel (Singleton-style)

Skill	What it does
`gro-reader`	Parse GRO `.xlsm` from Box — trade divisions and amounts
`gro-filler`	Build/populate GRO Excel from project inputs
`scope-anomaly-detection`	Blueprint/bid package scope anomalies
`scope-completeness`	Initiatives starting soon with no scope items defined

ITB & subcontractor outreach

Skill	What it does
`itb-distribution`	Generate and send Invitation to Bid emails to subs
`itb-bounce-analysis`	Analyze bounced ITB delivery failures
`find-subcontractor`	Find subs by trade/location with quality scoring
`recommendation-by-trade`	Ranked sub recommendations with project history
`regional-coverage`	Trade coverage strength by region
`similar-project-package`	Bid package based on subs from similar past projects
`cross-project-analysis`	Sub pricing trends and rotation across projects
`program-activity`	Program-wide sub activity summary

Post-award & execution

Skill	What it does
`award-kickoff`	Post-award kickoff brief — baseline from Sage + buyout to-do
`buyout`	Post-award sub buyout tracking vs target savings
`project-mobilization`	Award → construction readiness — folders, sub packages
`letter-of-intent`	Post-bid award LOI communications to subs
`change-orders`	In-flight CO status, amounts, approvals
`rfi`	Open RFIs, routing, overdue responses
`rfc-analysis`	Request for Contract change-order document analysis
`daily-log`	Field activity digest from superintendent daily logs
`daily-notes-check`	Superintendent daily note compliance in Wrike

Financials & portfolio (estimating)

Skill	What it does
`project-financials`	Job P&L and margin from connected accounting / treasury systems (read-only)
`open-treasury-financial-layer`	Financial queries via connected treasury data
`portfolio-triage`	Cross-project risk ranking — margin, COs, buyout, closeout gaps
`portfolio-dashboard`	Active remodel projects with RED/YELLOW/GREEN schedule status

Compliance & closeout (GC)

Skill	What it does
`closeout`	As-builts, lien waivers, billing gaps before job close
`waiver-tracker`	Outstanding final lien waivers from subs
`compliance-tracker`	Safety/compliance document acknowledgments
`blacklist-status`	Sub blacklist checks before award

Engineering proposals (Slate DG)

Skill	What it does
`proposal-generation`	Structural engineering proposals with fee calculations
`billing-draft-invoice`	QuickBooks billing scan for completed Wrike projects
`invoice-approval`	Chat-based invoice approval workflow

Example prompts

estimator-briefing — start my day

gap-detection on Buffalo Grove

bid-leveler — compare HVAC bids

scope-sheet-reader for Project Riverside

buyout status on Holt

Who hasn't responded to our ITBs for concrete?

Construction & closeout use case
Store development skills
Apps & automations — bid-package-review uses document-abstraction App

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Use cases

Skills library

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Daily estimator workflow

Bid packages & review

Scope sheets (blue sheet)

GRO / Walmart remodel (Singleton-style)

ITB & subcontractor outreach

Post-award & execution

Financials & portfolio (estimating)

Compliance & closeout (GC)

Engineering proposals (Slate DG)

Example prompts

​Daily estimator workflow

​Bid packages & review

​Scope sheets (blue sheet)

​GRO / Walmart remodel (Singleton-style)

​ITB & subcontractor outreach

​Post-award & execution

​Financials & portfolio (estimating)

​Compliance & closeout (GC)

​Engineering proposals (Slate DG)

​Example prompts

​Related

Daily estimator workflow

Bid packages & review

Scope sheets (blue sheet)

GRO / Walmart remodel (Singleton-style)

ITB & subcontractor outreach

Post-award & execution

Financials & portfolio (estimating)

Compliance & closeout (GC)

Engineering proposals (Slate DG)

Example prompts

Related