Taskade Genesis turns a short project brief into a complete, formatted proposal draft — agents research the client, apply your service templates, and produce a ready-to-review document from one prompt, no design tool required. ## What Is Proposal Generation Automation? It's an AI-powered drafting workflow where you describe the project in plain language and an agent produces a structured proposal: executive summary, scope of work, deliverables, timeline, and pricing. The draft appears in your workspace within seconds and links automatically to the client record. ## Why Use Proposal Generation Automation? Drafting from scratch takes 90 minutes. Generating from a brief takes two. That's 88 minutes back every deal. - Brief-to-draft in seconds: Paste a short project description; the agent structures it into a full proposal. - Frontier models: Choose a frontier model to match the writing style your clients prefer. - Template anchoring: Agents use your approved templates as the structural backbone, ensuring brand consistency. - Scope linking: Generated deliverables auto-link to your service catalog via the Relationship field. - Instant iteration: Ask the agent to "shorten the scope section" or "add a risk mitigation clause" in plain language. ## Who Should Use Proposal Generation Automation? - Freelancers producing ten or more proposals per month across different service types. - Boutique agencies who need custom proposals but lack a dedicated proposal writer. - SaaS sales teams personalizing enterprise proposal decks at scale. - Business development managers drafting partnership proposals for multiple verticals simultaneously. - Consultants entering new markets who need proposal language they haven't written before. ## How To Use Proposal Generation Automation? 1. Open /generate or clone the Proposal Generator from /automate. 2. Paste your project brief — client name, budget range, and three key deliverables. 3. The agent produces a structured draft in your chosen template format. 4. Review and refine using plain-language follow-up prompts. 5. Approve and send directly from the workspace, or

✍️ Proposal Generation Automation with AI
Generate a complete, client-ready proposal draft from a short brief using AI agents — in under two minutes.
- Event-triggered
- 100+ integrations
- Branching logic
- Schedule + monitor
How this flow runs
When
Task Completed
Taskade
Then 1
Summarize a web page
Media
Then 2
AgentProposal Editor
Ask an agent · Taskade AI
- Knows
- your past winning proposals
- Remembers
- which sections closed deals
Then 3
Create Project
Taskade
This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work
Build this flow with AIOpens the builder with these steps already described. Free to start, no card.
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Open Workflow →