The team for this work
Which agents to hire, which Marketplace templates start them, and the order they need each other in.
✦ Guide · Intermediate
Agents for construction and trades
Tender alerts, quoting, deadline tracking, invoicing and policy answers as a team of agents for a builder or trade business.
Start guideYOUR OUTCOME
You will run a site-office pod that scores tenders as they arrive, drafts quotes from your rate card, tracks every deadline and files invoices monthly.
Tenders scored on arrival by a listener Quotes from scope notes and the rate card Deadlines weekly, invoices monthly
4 min
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
The group and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
What each lesson covers
The guide, lesson by lesson.
The team for this work
Which agents to hire, which Marketplace templates start them, and the order they need each other in.
Start from the work, not the tool: Tender alerts, quoting, deadline tracking, invoicing and policy answers as a team of agents for a builder or trade business. The team is Quinn · Quotes (Proposal and quote drafting), Deadlines (Deadline and renewal tracking), Ivy · Invoices (Invoice and expense organisation), Spec · Standards (Document and policy Q&A). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.
Practice. Open Marketplace, Agent templates, and read the Instructions and Integrations of each template on this list before you import anything. Note which sources each one will ask you for.
Marketplace → Agent templates → open Proposal and quote drafting. Read Instructions, then Integrations.
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
Import agent creates your copy and opens the setup card. Rename it, replace the goal with yours, and choose When to work. Quoting is the first hire because it is the job that wins the work, and it must use your rate card, never a guessed price.
Practice. Import Proposal and quote drafting, rename it Quinn · Quotes, and paste your goal on the setup card. Choose Now, once, and Continue. Check its first deliverable in Doc Manager before the next hire.
Name: Quinn · Quotes. Goal: Draft the quote for the Baldivis rear extension from my attached scope notes and the approved rate card: itemised labour and materials per stage, allowances stated as allowances, exclusions listed, and a two-week validity. Deliver it as a document. Use only the rate card for prices; flag any item the card does not cover. When to work: Now, once.
The group and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
Create group chat, name it Site office, add Quinn · Quotes, and post what the team is for. Then hire the second wave with goals that start by reading the first wave's document. @Name directs one member, @everyone the room, Work ↗ opens a member's session. Deadlines and standards questions are daily site-office work; both belong to agents that read your documents and nothing else.
Practice. Create Site office, add each hire as it joins, and ask every member to post what it made and the one thing it would flag.
@everyone Welcome to the site office. Quinn's Baldivis quote is in the workspace. Deadlines: read the contracts folder and list everything due in 30 days with an owner. Spec: answer standards questions only from the attached specification files and say when the answer is not there. Ivy: file August's invoices and flag duplicates. Post what you made and what you'd flag.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
Tenders arrive when they arrive; a listener scores them on arrival, and a Monday routine sweeps what the week brought. Every run is a session under Finished today. Close each cycle with a status round, "@everyone one line each", and a grade against the acceptance checks each agent wrote first.
Practice. Create the routine, use Run now to get today's first report, then run one status round in Site office.
New routine. Name: Tender sweep. Instructions: Read the tender notices received this week from the tenders folder, score each for fit against our capability statement, and list the ones worth a look with their closing dates. Say nothing if there were none. Frequency: Every week, Monday, 06:30.
Keep going
Make the learning stick
Start with one real piece of work.
Open Oppermind beside the lesson, apply each step, and leave with something you can use.