New Proposal
Uses emails, contacts, Drive files, and meeting notes already loaded from the dashboard. Generate scope and assemble the proposal.
Gmail label
Enter the human-readable label path — e.g. Pipeline/5196 Rambler Road. The tool converts this to Gmail API format automatically.
Mode 2
Sync Contacts
Re-parse the project label to find new contacts added since the last sync — consultants, contractors, authorities, trades.
Project label
Works with Pipeline or Project labels — run this anytime to catch new contacts.
Workspace
Project Boards
All projects, organised by lifecycle phase. Click any card to open the project, or use search to jump directly.
Archive
Archived Projects
Closed and archived projects. Search by address or job number.
Project
Description
Checklist
Mode 4
Ask The Project
Query any project's email history, scope, and contacts using natural language. The AI reads the label and answers.
Project label
Mode 5
Convert To Project
Proposal accepted — assign a job number, move the Drive folder, update the Sheet, and transition the project from Pipeline to Project.
Pipeline Project To Convert
Enter the current Pipeline label — we'll find the Drive folder automatically.