What problem does it solve?
Scaffolds tender project workspaces for Odoo CRM leads in the Proposal Prep stage by creating a SharePoint folder from the 0000-00 New Opportunity template, copying matched Captured Opportunities documents, logging the workspace on the Odoo lead, and notifying Martin with a ready-to-paste Slack message. The process is idempotent and self-healing (v1).
Core Features & Use Cases
- Bootstrap a tender workspace by copying the 0000-00 New Opportunity template into opportunities/<sharepoint_folder> and copying any matched Captured Opportunities documents into 1. From Client/.
- Post a log entry on the Odoo lead and DM Martin with a summary for onboarding.
- Note: Channel creation is a manual step in v1; the Slack MCP exposes only limited messaging functions.
- Use this skill when you need to scaffold tenders quickly (manual or scheduled) and ensure consistency across leads in Proposal Prep.
Quick Start
Run the tender-scaffold workflow for all Odoo leads in Proposal Prep to create and prefill their workspaces.