🎯 Proposal Scoring Automation with AI

Taskade Genesis scores every proposal opportunity against your ideal-client criteria — agents evaluate fit, urgency, and expected value, then rank your pipeline so you invest time where the return is highest. ## What Is Proposal Scoring Automation? It's an AI-driven qualification layer that assigns a numeric score to each proposal opportunity based on criteria you define — budget alignment, industry fit, timeline urgency, and strategic value. The score updates automatically as new information enters the record. ## Why Use Proposal Scoring Automation? Not every proposal deserves equal effort. Scoring helps you say yes to the right deals and no to the time-wasters. - Custom scoring rubric: Define your own criteria and weights — budget fit, decision timeline, relationship depth. - Automatic rescoring: Agents re-evaluate the score when new information is added to the proposal record. - Priority ranking: Sort your pipeline by score in Table view to focus on the highest-value deals first. - Persistent memory: Agents remember which client types historically score high and close — and weight accordingly. - Threshold alerts: Set a minimum score threshold; proposals below it get an automatic review flag. ## Who Should Use Proposal Scoring Automation? - Sales teams prioritizing which deals get senior attention and custom proposals. - Agencies deciding which RFPs are worth a full creative response. - Consultants evaluating whether a project fits their niche before committing to a proposal. - Non-profits scoring grant opportunities against organizational capacity. - Founders triaging partnership proposals when time is scarce. ## How To Use Proposal Scoring Automation? 1. Clone the template from /automate and define your scoring criteria and weights. 2. Add a new proposal; the agent evaluates it against your rubric and assigns a score. 3. Sort the pipeline by score in Table view to surface high-priority deals at the top. 4. Set an alert: if score drops below your threshold, notify the account owner. 5. Review scoring accuracy monthly and refine