1Dominant focus
Proposal pricing and proposal operations
Adam is heavily involved in pricing discipline, Goldilocks proposal structure, Metro Light Rail, and keeping proposal artifacts tied together across Slack, Salesforce, SharePoint, and ForgeSales.
2Technical platform
AI and agentic engineering
Adam is pushing AI-assisted proposal language, co-authoring workflows, PowerPoint output quality, developer AI adoption, and ForgeBot/AdamoBot operating surfaces.
3Account pressure
John Deere continuity
Current signals cluster around John Deere Phase 2, Unity distribution-fee exemption, scope documentation, pricing/licensing, and production walkaround/lesson work.
Last Seven Days: Confirmed Work
| Theme | What Adam appears to be working on | Best evidence | Confidence |
|---|---|---|---|
| Proposal pricing system | Standardizing proposal formats, adding Baby/Mama/Papa pricing tiers, reviewing inflated estimates, and pushing a repeatable pricing-approval workflow. | Fireflies Partners Meeting assigned Adam proposal-template, sub-$100K options, AI scope-softening, and pricing-accuracy monitoring. Proposal Team meeting assigned Adam to audit T-Mike and JetBlue pricing. Local changelog says ForgeSales gained a pricing-approval gate and proposal context documents. | High |
| Metro Council / Metro Light Rail | Directing Metro proposal context refresh, standard 10-row cost table, CTO technical assessment, proposal channel audit, and Salesforce/SharePoint cleanup needs. | Slack on 2026-07-05 shows Adam instructing ForgeBot to read the Metro proposal thread, update channel context, compress costs into the standard cost-table, create a CTO assessment, run the proposal audit, and identify the Salesforce opportunity. Gmail confirms a Metro Rail Proposal Pricing Discussion invite on 2026-07-06. Proposal Team says the proposal is due July 21. | High |
| John Deere Phase 2 and Unity | Tracking JD Phase 2 scope, support/licensing pricing, Unity distribution-fee exemption, and related project-continuity decisions. | John Deere Phase 2 standup on 2026-07-02 was organized by Adam and covered dozer walkaround, motor grader, tips menu, lessons, and next-week Curtis coordination. Gmail July 6-7 Unity thread asks Kristen/Adam for a John Deere update and expects written exemption confirmation this month. Jira has active Adam-assigned John Deere pricing/scope issues. | High |
| AI operating layer | Driving agentic engineering adoption, AI-assisted proposal writing, meeting-prep automation, co-authoring skill work, PowerPoint artifact quality, and ForgeBot skill improvements. | Partners Meeting action items include mandatory AI adoption and proposal softening. Slack July 3 shows Adam deep-researching Office co-authoring, creating a coauthoring skill, running PowerPoint quality experiments, redoing graphics with image generation, and installing/testing Playwright screenshot support. | High |
| Sales follow-up and lead flow | Improving lead intake, phone-number capture, proposal review flowcharts, proposal due-date hygiene, and sales database fields. | Proposal Team Fireflies notes Adam emphasizing phone numbers and flowcharts. Existing Client Review notes Adam proposing Salesforce/bot commands for missing proposal due dates. Jira shows sales-database fields and response due date work updated this week. | Medium |
| Finance and platform hygiene | Keeping operating expenses and margins visible, tracking ForgeBooks OpEx, and maintaining core platform ownership/migration work. | TeamLeads Adam packet carries a promise to deploy Adama bot and report operating expenses/margins. Jira shows active Adam-assigned ForgeBooks OpEx, Cloudflare company account, and Airtable-to-Supabase issues. Changelog shows ForgeBooks, ForgeMiser, ForgeBoard, and infrastructure work during the week. | Medium |
| Marketing, design, and website surfaces | Supporting website/SEO migration, design-system skill pages, proposal deck quality, and marketing assets. | Marketing meeting notes connect Adam with Devin/Miguel on website content migration and SEO assessment. Slack July 3 shows ForgeDesign and PowerPoint/deck-quality work. Changelog includes ForgeDesign skills pages, branded PowerPoint skills, and image-gen deck graphics. | Medium |
Next Seven Days: Likely Active Work
The next-seven view is mostly inferred from dated action items and due dates. Adam's primary Google Calendar for July 8-14 only shows transparent Home blocks, with no obvious work meetings in that window.
| Likely workstream | Expected next action | Why it matters this week | Confidence |
|---|---|---|---|
| Metro Light Rail pricing and proposal package | Get pricing clarity while River is available, close support/hardware/data/reporting assumptions, refine the cost table and CTO assessment, and mirror final artifacts into the proposal workspace. | Due date is July 21, and multiple sources say pricing should be resolved before River leaves next week. Slack audit found missing SharePoint mirroring, quote/cover letter, bookmarks, and support/compliance details. | High |
| Proposal pricing reform | Locate/share the three-column proposal template, generate sub-$100K Baby Bear options, and audit major proposal pricing before submission. | Partners and Proposal Team meetings both make this urgent. Adam is explicitly assigned template, pricing-accuracy, and pricing-review work. | High |
| Task US / Waymo, T-Mike, JetBlue, Otokompu | Help Devin finalize proposal content for pricing readiness, double-check River's T-Mike and JetBlue numbers, and assist with Otokompu creative-brief updates from new video inputs. | These are named Adam action items from the Proposal Team weekly review, with pricing and creative-brief movement expected immediately. | High |
| John Deere follow-through | Support the Unity exemption confirmation path, keep JD pricing/licensing and Phase 2 scope docs moving, and coordinate around dozer walkaround/hotspot planning. | John Deere asked for formal exemption confirmation this month. Standup next steps include Curtis coordination next week and dozer component work starting Monday. | High |
| AI and agentic engineering rollout | Turn proposal-softening and co-authoring research into usable workflow, keep improving PowerPoint/share-preview output, and drive internal AI adoption with programmers. | Adam is explicitly assigned AI adoption leadership from the Partners Meeting and has fresh Slack work on co-authoring, deck generation, Playwright, and generated graphics. | Medium |
| Salesforce and proposal data hygiene | Improve proposal due-date completeness, lead fields, response due dates, and support for attachments/context in the lead/proposal database. | Fireflies notes show the team cannot prioritize roughly 20 proposals without due dates. Jira has sales database field work updated this week. | Medium |
| Finance/platform backlog | Keep OpEx breakdown, Cloudflare account ownership, and Airtable-to-Supabase migration alive as tracked operational work. | These are active Adam-assigned Jira issues updated in the last seven days, but not as strongly reinforced by current meetings as the proposal/JD work. | Medium |
| TeamLeads artifact sanity | Resolve stale Adam packet evidence and meeting-cycle mismatch; make sure per-person whiteboard assets show the correct meeting date. | The local TeamLeads packet still carries an old carryover and explicitly says Slack was not scanned in that automation shell. The routine report says the app advanced to July 7 while strict state remains on June 23. | Medium |
Source Coverage
- Fireflies: Partners Meeting, Existing Client Opportunity Review, Proposal Team Weekly Review, John Deere Phase 2 Standup, Marketing Team, New AI Tools Application Review, Adam/Chetan check-in.
- Slack public channels: Adam-authored commands and ForgeBot summaries in #_forgeapps, #sara_forgebot, #forgebot_proposal_skill, #forgedesign, #forgeslack, and related proposal channels.
- Gmail targeted searches: Metro Rail Proposal Pricing Discussion, John Deere Unity thread, Jira/Fireflies notifications, and a new longwall simulator RFQ lead.
- Jira: Adam-assigned issues updated since July 1, especially FRG-2378, FRG-2375, FRG-2377, FRG-2369, FRG-2370, FS-822, FS-166, and FS-168.
- Calendar: Primary calendar shows one accepted Adam/Chetan check-in on July 5 and no obvious work events July 8-14 beyond transparent Home blocks.
- Local repo: CHANGELOG entries for ForgeSales, AdamoBot, Metro/MMC/partners, PowerPoint/PPTX, Skills, infrastructure, ForgeBooks, ForgeMiser, ForgeBoard, ForgeDesign, and John Deere channel context.
Limitations
- Slack scope: Public-channel Slack was searched. Private channels and DMs were not searched because that requires explicit consent.
- Gmail scope: Gmail was queried by targeted work terms, not exhaustively across every message.
- Calendar scope: The primary calendar is sparse, so next-week work is inferred from meeting actions and due dates rather than calendar blocks.
- Drive scope: Google Drive current-week modified-file search returned little, so Drive evidence is secondary here.
- TeamLeads scope: The TeamLeads Adam packet itself is stale/incomplete for Slack evidence; it is useful as a sanity flag, not as a full source of truth.
Evidence Index
| Source | Specific evidence used |
|---|---|
| Fireflies | Partners Meeting, 2026-07-06, transcript 01KWB3KFQ8VAFH8EG4KMQQBHT5; Existing Client Opportunity Review, 2026-07-06, 01KWB3KFQGDG1MED54T9YXRMV9; Proposal Team Weekly Review, 2026-07-06, 01KWABFFG6RE63CB36PJEQSWKY; John Deere Phase 2 Standup, 2026-07-02, 01KVZMDE30B8YZN3EH4E2WZ4BK. |
| Slack | Metro Transit simulator pricing thread and Adam commands on 2026-07-05 in #_forgeapps; proposal-channel-setup and co-authoring/deck-quality threads on 2026-07-03 and 2026-07-06; Sara tagging Adam for Metro Council Section A review on 2026-07-06. |
| Gmail | Metro Rail Proposal Pricing Discussion invite, 2026-07-06; John Deere Unity thread, 2026-07-06 to 2026-07-07; FRG-2370 Jira notification on 2026-07-04; Fireflies recap notifications for existing-client and John Deere meetings. |
| Jira | Adam-assigned issues updated since 2026-07-01: FRG-2378, FRG-2375, FRG-2377, FRG-2369, FRG-2514, FRG-2370, FS-822, FS-166, FS-168, AK-420. |
| Local files | CHANGELOG.md lines 10-62 and 63-99; apps/teamleads/public/meetings/2026-07-07-teamleads-mtg/updates/adam-kane notes and STATUS; crons/routines/teamleads-maintenance REPORT.md and BLOCKERS.md. |
Safety note: meeting URLs, passcodes, phone numbers, and contact details were intentionally omitted from this preview.