Buyer requirements: The brief, RFP, and response deadline. Company evidence: Approved product, commercial, and delivery knowledge. Review responsibilities: Named specialists and approval owners.
Who uses it
Account owner + product, commercial, and delivery reviewers
The workflow
From buyer requirements to a reviewed proposal.
Turn a campaign brief into a proposed scope, then prepare a branded proposal when the required checks permit it. Internal approval to draft is separate from client release and from review of the final rendered file.
Viewing this workflow does not run the work or authorize an action.
01
AI assistance
Understand the brief
Read the campaign brief and identify the objectives, audience, budget, timing and required format.
Produces: brief requirements.
02
AI assistance
Find proof and references
Find relevant proof points, commercial references and capabilities in approved company sources.
Produces: supporting evidence mapped to the brief.
03
AI assistance
Propose the scope
Propose a scope that answers the brief, with assumptions and open questions visible.
Produces: a proposed scope.
04
Human decision
Approve, request changes or hold
A reviewer approves the scope, requests changes or holds the work. The reviewer field is a session label, not an authentication check. Approval permits internal drafting only.
People decide: whether drafting can proceed.
05
Your team
Record the scope decision
Keep the decision and any requested changes with the scope.
Produces: a scope decision record.
06
AI assistance
Write and lay out the proposal
Prepare the manuscript, then lay it out in the brand template. Content and generation checks run before any file is produced.
Produces: a checked proposal draft.
07
AI assistance
Prepare the deck when permitted
Produce an optional PowerPoint deck only when the required checks permit it. Final review of the rendered file and client release remain separate decisions.
Produces: a branded proposal deck for final review.
The reviewer can request more information or revisions before an outcome is recorded.
What comes out
A reviewed response with sources and open questions.
Response draft
Answers linked to supporting evidence.
Open questions
Gaps and commitments needing confirmation.
Reviewed proposal
Approved response and the review record.
Explore related workflows
Check pricing and inventory before approval
Check a proposed plan against approved pricing rules and available inventory before your team makes a commitment.
People decide: commercial exceptions and commitments.
Bring your source material and a sample result. We’ll identify the steps, connections, and human review needed, then agree how to assess quality, time, and cost.
