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About this workflow
When a contractor needs to price a job, this flow handles the full estimation pipeline. Client requirement emails and meeting transcripts are parsed into structured scope items. Uploaded subcontractor quotes and labor conversations are cross-referenced with a historical pricing sheet to build a line-item cost estimate. A coordinator agent then reviews the estimate for completeness — if the scope is fully costed, an offer-drafter agent writes a professional proposal and sends it to the client via email, while logging the offer to HubSpot and pinging the contractor on Slack. If gaps remain, a clarification request goes back to the client instead, keeping the process running without manual intervention.