---
id: quote-intake-sweep
title: Quote intake sweep
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: interval
  timezone: America/New_York
  at: 2026-10-06T15:09:21
  every: 15m
delivery:
  - chat_id: d2262570-9e80-4954-824e-cbddf1cc3835
metadata:
  tags: [cron:automatic-interval-anchor]
  originating_chat_context_json: '{"chat_id":"d2262570-9e80-4954-824e-cbddf1cc3835","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
Quote-to-proposal workflow (Sean's standing order 2026-10-06, extended 2026-10-06): every 15 minutes, check sean@seanmattsson.com for new FormSubmit "Solutions review request" emails and run the full pipeline. The watcher also runs the KV safety net: submissions the form logged to the server-side backup (Worker + KV) whose email never arrived get processed automatically (entries older than 30 min, deduped by fingerprint).

Steps:
1. Run `python3 ~/workspace/quote-automation/intake_watcher.py` and read its JSON output.
2. If `"new": 0`, stay silent (no chat report needed).
3. If new items exist: the watcher already priced each request (auto-recommending the model from volume when the customer left the default, translating the form's option labels to catalog accessories), built the PDF + interactive HTML proposal, deployed it to its per-customer live URL, created a Gmail DRAFT to the customer (PDF attached; HTML attached only if the deploy failed), and wrote a PROPOSAL-stage opportunity (feeds the daily proposal follow-up engine). Re-render the dashboard: `python3 ~/workspace/quote-automation/render_dashboard.py`.
4. Report to the main chat ONLY when there is something new. Lead with the lead tier: for each "ready" item report the HOT/WARM/COOL tier and its reasons first, then company, contact name, model (note if engine-recommended), total monthly, the live proposal URL, valid-until date, draft status (ready_for_review / draft_failed), and source (email or backup log). If `review_flags` are present, show them prominently: "REVIEW CAREFULLY" with each flag. ATTACH the proposal PDF to your report so Sean can review it immediately. Tell him the customer draft is waiting in his Gmail drafts for his review and send. Include the one-line reason/timing so he can send from his phone fast.
5. For "needs_review" items: list the exact gaps and tell Sean a "quick question" draft was created for the customer asking for the missing details.
6. NEVER send anything to the customer. Test submissions are auto-skipped by the watcher. If the watcher errors, report the error text. Observations go to the daily log ~/memory/YYYY-MM-DD.md; do not edit MEMORY.md.