Use case
AI assistant for proposals and reports
Every proposal, report and quote too often starts from scratch: digging through old documents, retyping and waiting for input. That makes a first version slow, and the consistency of your house style suffers.
ApproachAI Build Sprint
Industry
All sectors
Type
Document agent
Deployment
A draft in your house style
Connected systems
Sound familiar?
Are you running into this too?
Proposals, quotes and reports almost always start from scratch, or from an old version that is not quite right. Your team gathers the right texts, cases and figures from SharePoint, Drive, CRM and old documents, and retypes a lot by hand.
Meanwhile input has to come from sales, delivery or specialists, often by email, and the process stalls the moment someone does not respond. The first version takes a lot of time, and in the rush mistakes creep into names, versions, pricing and house style.
This first-draft work is exactly what suits an AI assistant: based on your approved texts, cases and templates it prepares a draft in your house style and format. Your team no longer starts with a blank document, but reviews, sharpens and sends.
The solution
What does the solution look like?
This AI solution creates first versions of proposals, quotes, reports and RFP answers, in your own house style and format. It pulls information from earlier cases, approved standard texts, your CRM and documents, sets up a structure and asks for review where needed. You gain time in the preparation, while your team keeps control of pricing, exceptions and final sending.
- Your team digs for information in old proposals, CRM notes and scattered documents.
- Specialists deliver input piecemeal, putting speed and consistency under pressure.
- The first version takes a lot of manual work and then goes through several correction rounds.
- The agent reads the request, pulls in relevant company knowledge and prepares a first version straight away in your house style.
- CRM data, earlier cases and standard texts are automatically brought together into one document.
- Your team reviews exceptions, pricing and sensitive claims before anything goes out.
Step by step
How does it work?
A request, briefing or RFP comes in via email, CRM or document upload.
The agent analyses the request, retrieves approved content and creates a first proposal in your house style and format.
Your colleague checks content, pricing, exceptions and final customer communication before sending.
Work it out yourself
What does this deliver?
Calculated per voorstel. Adjust the numbers to your situation.
Net saving per month
Time per month
Per year
Equivalent to
Figures for illustration. In an introduction or demo we work it through with your own numbers.
Here is how we approach this.
We may be building this particular use case for the first time. The way we take agents to production is not. Within the AI Build Sprint it goes live in four to eight weeks, for a fixed price and a fixed scope, connected to your own systems.
The concept always arrives in your house style and format. Your data stays within your own environment. And your people keep control: the agent delivers, the colleague checks and sends.
New to you. Proven for us.
- Agent systems already running in production at clients
- A fixed price for a fixed scope, live in four to eight weeks
- A live demo of what we have already built, so you can see the quality
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Curious what this would deliver for you?
In 20 minutes we look together at whether this use case fits and what the first step is.
No sales pitch. 20 minutes about your situation.