Draft RFIs and submittal transmittals with auto-filled project intelligence. Use when the user wants to "write an RFI", "draft an RFI", "prepare an RFI", "send an RFI", "create a transmittal", "prepare a submittal transmittal", "submittal cover sheet", or any mention of RFI or transmittal preparation.
The RFI Preparer skill automates the creation of Request For Information (RFI) forms and submittal transmittals using intelligent data from your project management database. Instead of manually filling out forms and hunting through drawings for sheet numbers, this skill:
A formal request for clarification or direction from the architect or engineer regarding:
Typical flow: Field personnel describe the issue casually → Skill auto-fills technical data → Professional RFI is drafted → Sent to appropriate design professional
A cover sheet accompanying a submittal package (product data, shop drawings, samples, test reports) being sent for architect/engineer review and approval.
Typical flow: Superintendent identifies submittal → Skill auto-fills project/spec data → Transmittal form is generated → Package is sent with cover sheet
The skill uses project intelligence from the following sources:
All RFIs and transmittals follow construction industry best practices:
This skill requires:
If any required data is missing, the skill will prompt the user to provide it or use defaults.
When project intelligence is loaded, auto-populate RFI and transmittal fields from the data store instead of requiring manual entry.
Resolve casual location descriptions to structured references:
plans-spatial.json → building_areas[] + room_schedule[] → match user's casual description (e.g., "east side second floor") to specific grid reference, floor level, and building areaplans-spatial.json → grid_lines[] → resolve to column/row intersection for the RFI location fieldAutomatically identify affected drawing sheets:
plans-spatial.json → sheet_cross_references.drawing_index[] → match the resolved location and work type to relevant drawing sheet numbersMatch work type to specification references:
specs-quality.json → spec_sections[] → match the RFI subject's trade/work type to the relevant CSI division and section numberAuto-fill routing and contact information:
project-config.json → project_basics → auto-fill architect, engineer, project manager, and owner representative contacts for the RFI routing fieldsdirectory.json → subcontractors[] → identify the affected sub for CC distributionMaintain sequential numbering automatically:
rfi-log.json → find max RFI id number → auto-assign next sequential ID (e.g., last RFI-047 → next is RFI-048)submittal-log.json → find max submittal id → auto-assign next transmittal numberSurface related open items for context:
rfi-log.json → filter by matching location or subject keywords → surface related open/pending RFIssubmittal-log.json → filter by matching spec_section → surface related submittals and their approval statusprocurement-log.json → check if the RFI subject relates to any items with delivery_status = "delayed" → flag procurement impacts