📝 Proposal Intake Form Automation with AI

Taskade Genesis builds a client-facing intake form that feeds responses directly into your proposal pipeline — agents parse the submission, create a proposal record, and assign it to the right team member automatically. ## What Is Proposal Intake Form Automation? It's a structured data-capture layer at the top of your proposal funnel. Clients fill out a brief form — project type, budget, timeline, contact details — and the moment they submit, an automation creates a new proposal record in your workspace, pre-populated with their answers, and notifies the assigned proposal writer. ## Why Use Proposal Intake Form Automation? Unstructured email inquiries waste an hour before the proposal even starts. Structured intake saves that time and improves proposal quality. - Structured data capture: Consistent fields mean every proposal starts with the same quality of information. - Instant record creation: Submission triggers a new proposal record in your workspace automatically. - Client login (every plan): Clients can track their submission status, on a custom-domain portal from Business+. - Relationship linking: Each intake record links to the client profile and the assigned proposal writer. - 100+ integrations: Route submissions to your CRM, Slack, or email tool via two-way triggers. ## Who Should Use Proposal Intake Form Automation? - Creative agencies standardizing the way new clients brief their projects. - Web developers collecting technical requirements before scoping work. - Photographers and videographers gathering event details before quoting. - Coaches capturing client goals and constraints before proposing a program. - IT service providers qualifying infrastructure needs before writing a solution proposal. ## How To Use Proposal Intake Form Automation? 1. Clone the template from /automate — your intake form and workflow are live immediately. 2. Customize the form fields to match your qualification criteria. 3. Embed the form on your website or share via a custom domain (Business+). 4. When a client submits, an automation creates the proposal record and assigns it to an owner. 5. Review the