Fill out a short brief and a complete, tailored proposal writes itself — scope drafted, pricing pulled, relevant case studies selected — ready to review and send in under an hour instead of a full workday.
The Taskade Genesis BusinessPro app (try it live below) gives you the working proposal pipeline: a Board of active deals, a Table of win rates, and an AI agent that handles the writing. Click "Use this app" to clone and own a running copy today.
The proposal builds itself the moment you submit the brief. A form or closed-won CRM signal triggers the generation: scope blocks are assembled from your reusable library, pricing is pulled from your rate card, and the case studies most relevant to the client's industry are selected and inserted. The AI agent writes the executive summary and the scope narrative in your voice, then flags any gap — a missing deliverable, an ambiguous timeline — for your review before it goes out.
This is bidirectional automation in practice. The brief pulls the client context in; actions push the assembled draft into a review workspace, create the pipeline record, and ping the account lead. The whole flow runs on Taskade Genesis's built-in reliable automations — no separate Zapier layer, no capped run quotas.
The Relationship field links each proposal to its contact, deal, case studies referenced, and future invoice — so when the proposal becomes a signed engagement, the connection to the onboarding workspace and first invoice already exists. View all open proposals in a Board by stage, a Table of win rates and deal sizes, or a Calendar of follow-up deadlines. All seven project views on one proposal dataset.
100+ bidirectional integrations keep the pipeline live: HubSpot or Pipedrive deals pull the client context in; Gmail pushes the proposal out; Slack notifies the team. The AI agent uses 33 built-in tools and persistent memory of your past proposals — so the library of scope blocks, proof points, and case studies gets smarter with every deal you close.
Workspace DNA powers the compounding advantage: Memory stores your entire proposal library and past wins, Intelligence matches the right content to each brief, and Execution assembles, routes, and sends without manual steps. Clone-and-own means the app, the library, and every future proposal belong to you — no per-proposal fees, no seat tax for the whole team to review and edit.
Pair with the Proposal Send and Follow-Up Loop to chase the proposal after it goes out, or the Proposal-to-Cash Pipeline for the full journey from brief to paid invoice. Browse automation templates, explore the Community Gallery, or read Learn: AI agents.
Common questions
Does the proposal generator work with my existing pricing and case studies?
Yes. You load your rate card, scope block library, and case studies into Workspace Memory once. The agent matches and assembles from your own material — nothing is fabricated from generic training data.
How long does the proposal take to generate?
The first draft is typically ready in two to five minutes after the brief is submitted. You review, adjust, and approve — most teams report cutting proposal time from four to six hours to under an hour.
What integrations does it connect to?
Out of the box: HubSpot, Pipedrive, Gmail, Slack, and Google Drive. The trigger can be a form, a CRM deal stage change, or a manual kick-off. See Learn: Automation triggers for the full list.