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Proposal Generation Agent

An AI agent that reads an RFP and assembles a tailored first-draft proposal from your past work.

Professional Services · Sales & Marketing

Illustrative example build, not a client case study.

The challenge

Each proposal is rebuilt from scratch, pulling CVs, case studies and methodology from scattered folders under tight deadlines.

Technology

  • Claude / OpenAI API
  • SharePoint
  • Power Automate
  • Microsoft Word
How it works
  1. 1

    Read the RFP

    The agent extracts requirements, evaluation criteria and deadlines into a checklist.

  2. 2

    Find relevant content

    It searches the proposal library for matching case studies, CVs and methodology sections.

  3. 3

    Draft the proposal

    A structured first draft is assembled in your template, with gaps clearly marked.

  4. 4

    Human review

    The bid team edits, approves and adds pricing; the final version is saved back to the library.

Designed to deliver

  • First drafts in a fraction of the time
  • Requirements never missed
  • Proposal library that improves with every bid

All industries · HR

CV screening & shortlisting

AI parses CVs, scores them against the job criteria and prepares a shortlist with reasons for recruiter review.

All industries · Management

Executive research assistant

An AI research agent prepares structured briefings from trusted sources for leadership review.

Professional Services · Sales & Marketing

Proposal & tender assistant

An agent assembles first drafts from past proposals, CVs and case studies, tailored to the RFP requirements.

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