Proposal drafting
RFP responses built from past proposals and credentials
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Parses the RFP into a requirements matrix
Reads the request for proposal and maps every requirement to a section the response must answer
Pulls matching content from the proposal library
Drafts each section from the firm's past proposals, case studies and team biographies
Assembles the draft in the firm template with the gaps marked
Flags the requirements with no prior answer so the partner drafts only what is new
Works in
Box, Salesforce, MS Teams
Box, Salesforce, MS TeamsWhat it does
- Reads the request for proposal and maps every requirement to a section the response must answer
- Drafts each section from the firm's past proposals, case studies and team biographies
- Flags the requirements with no prior answer so the partner drafts only what is new
Connects to
Box
Read, classify, and file documents with retention rules.
Salesforce
Enrich, update, and report on records under your profile.
MS Teams
Deliver updates and approvals into Teams channels.
Skills included
- Requirements matrix
- Credential matching
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.