Proposal Builder Agent
Assembles client proposals from prior work, rate cards and engagement parameters — first draft in an hour, not a day.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Assembles client proposals from prior work, rate cards and engagement parameters — first draft in an hour, not a day. Runs in the background so your team does not have to.
In your operation, assembles client proposals from prior work, rate cards and engagement parameters — first draft in an hour, not a day — but doing it manually does not scale. Proposal Builder is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Proposal Builder connects to Proposals, Business Dev, Meta Ads and your content & ads stack. It reads your rules, brand voice and live data — then assembles client proposals from prior work, rate cards and engagement parameters — first draft in an hour, not a day. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Proposals · trigger fired
- Proposal Builder processes — Business Dev · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Proposals
- Business Dev
- Automated actions
- Drafts & summaries
Potential integrations
Proposals · Business Dev · Meta Ads · Google Ads · Shopify · Notion
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset