Prepare proposals from briefs
Use an AI Agent to generate proposal drafts from approved briefs and templates, marking missing details and prices clearly without fabricating information.
AI Agent
A clear brief can be the basis for an initial proposal. The agent helps transfer the information you have into a template.
Great for teams that prepare proposals regularly.
The problem
The brief has been approved, but the information still needs to be transferred into a proposal template.
1. What this use case does
The agent creates a proposal draft based on the brief and a provided template. Missing details and prices remain clearly marked as open instead of being made up.
2. How you can use it
Provide an approved brief and the relevant template. Carefully review the services, terms, and prices before sharing the proposal.
Example prompt:
Create a proposal draft from this brief using our template. Mark any missing details, and don't make up prices or terms.
3. How to set it up
Create an agent and provide your proposal template along with instructions for handling missing details. First, test the draft with an example, and require a human review before sharing it.
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