Weekly per-project roll-up — open submittals, open RFIs, pending COs, recent activity. Reads three companion Sheets and produces a one-screen digest per active project.

Project Status Digest

Weekly per-project roll-up: open submittals, open RFIs, pending COs, urgent items.

What it does

Reads three Sheets — SubmittalLog, RFILog, COLog — and produces one digest with per-project counts:

── 2024-Walgreens-Tucson ──
  Open submittals:    14
  Open RFIs:           3
  Pending COs:         2   ($   18,450,  +7 days)
  Urgent RFIs needing reviewer attention:
    - [urgent ] Curtain wall anchor spacing at NE corner — designer clarification needed
    - [high   ] FRP at janitor's closet — flooring spec conflicts with wall base

Companion workflows

This workflow is the aggregate digest. It depends on the per-source workflows:

submittal-tracker maintains the SubmittalLog Sheet
rfi-triage maintains the RFILog Sheet
CO log is manually maintained today (no co-tracker companion yet — Phase 2)

If you don't run the source workflows, the digest will still try to read the Sheets — empty Sheets just produce zero counts.

Pattern

Strict hybrid — three google_workspace tasks (one per Sheet), one runtimeenv task for the compute, one message task to send. 5 tasks, each with a single purpose. No credentialNames injection needed because each Google call goes through the google_workspace tool.

This is the cleanest pattern in the batch — recommended template for any future GC roll-up workflow.

Setup

1. Sheets (created by the companion workflows)

If you have submittal-tracker and rfi-triage running, the Sheets already exist. For the CO log, create a tab COLog with:

co_id	project	description	cost_change	days_change	date_received	status	signed_date	notes

status values: received | negotiating | pending_signature | signed | rejected. Workflow alerts on the first three.

2. Credential + placeholders + projects

Replace in workflow.yaml: - <<GOOGLE_WORKSPACE_CREDENTIAL>> — your credential name - <<SUBMITTAL_LOG_SHEET_ID>>, <<RFI_LOG_SHEET_ID>>, <<CO_LOG_SHEET_ID>> - <<PROJECTS_CSV>> — comma-separated list of active project names, e.g. 2024-Walgreens-Tucson,2024-DTLA-TI,2025-Phoenix-Sub - <<PM_PUBLISHER>>

3. Schedule

Weekly. Suggested: Monday 6:30 AM.

Known limitation: submittal-by-project attribution

SubmittalLog (as defined by submittal-tracker) does not have a project column today. If you list one project in <<PROJECTS_CSV>>, the workflow attributes all open submittals to it. If you list multiple, the digest shows open-submittal counts as "not per-project attributed."

Fix path: add a project column to SubmittalLog (column K), then update both submittal-tracker and this workflow to read/use it.