Proposal assembler

From a deal + discovery notes, drafts a proposal using your template library, picks the right case studies, renders to PDF, posts to Slack for review.

Skill composition

Salesforce
R1 · code
Google Drive

How it flows

Trigger fires (schedule, webhook, manual).
Agent reads context and composes the plan.
Each step runs inside its declared policy envelope.
Approval gates intercept actions that fall outside the envelope.
Results commit to the audit log; next run has what it needs.

Policy defaults

must cite 2+ case studies

Pricing shape

Runs count against your workspace's monthly run budget. See pricing for the tier that fits your volume.

Example run output

Specific outputs depend on your configuration. Most teams preview one live run before approving the template to act on its own.

Launch this template {{TBD}} Back to all templates