Proposal writer

Informazioni

Overview

Proposal Writer transforms your briefs, meeting notes, and rough ideas into structured, client-ready proposal drafts, adapting to your business, voice, and project every time.

Who it's for

Freelancers, agency teams, consultants, and any professional who regularly writes client proposals.

What's included

Mention trigger: Activate the agent by mentioning it in any Notion page to start a new proposal draft from whatever context you provide.
Meeting note trigger: Automatically generates a proposal draft when a meeting note summary is completed, pulling in the summary, action items, and host notes.
Structured proposal drafting: Produces a full proposal with Introduction, Overview and Goals, Approach, Scope and Deliverables, Phases and Timeline, Team and Responsibilities, Investment, and Next Steps sections.
Database saving: Saves completed drafts to a connected proposals database, setting the title, client name, and status automatically.
Reviewer notes: Keeps internal assumptions, open questions, and missing details separate from the client-facing proposal text.
Template mode: Generates a reusable proposal template with clear placeholders when no brief is available.

How to use it

Mention the agent: In any Notion page, mention the Proposal Writer agent and paste or describe your brief, meeting notes, or rough idea.
Provide key context: If details are sparse, the agent will ask once for the client or audience, what is being proposed, and the desired outcome. You can also ask it to proceed with a template.
Review the draft: The agent saves the draft to your proposals database with a "Draft" status and returns a link in chat, along with a short summary of any missing details or open questions.
Refine and finalize: Open the saved proposal page, make your edits, and update the status when it is ready for internal review or client delivery.
Use the meeting note trigger: Connect the agent to your meeting workflow so it automatically drafts a proposal whenever a meeting note summary is completed, with no manual prompt needed.