📋 Proposal Tracking Automation with AI

Taskade Genesis turns a single prompt into a live proposal tracker — with built-in agents that update statuses, ping owners, and escalate overdue deals entirely on autopilot. ## What Is Proposal Tracking Automation? It's a relational workspace that logs every proposal you send, captures its current stage (Draft, Sent, In Review, Won, Lost), links it to the right client and team member, and triggers follow-up actions the moment a deadline passes — no spreadsheet babysitting required. ## Why Use Proposal Tracking Automation? Manual tracking is a revenue leak. Automated tracking keeps your pipeline honest. - Real-time visibility: See every open proposal in a Table view across all stages at once. - Auto-escalation: Agents flag overdue proposals and notify owners without you lifting a finger. - Relational linking: The Relationship field ties each proposal to its client, project, and invoice record. - Reliable automations: Triggers fire reliably — close a deal and a kick-off task is created instantly. - No per-seat lock-in: Your whole team works in the same space at a flat rate. ## Who Should Use Proposal Tracking Automation? - Freelancers juggling five or more active proposals at once. - Agency account managers responsible for hitting monthly close targets. - Sales leads who need a pipeline view without a full CRM subscription. - Consultants tracking retainer renewals alongside project proposals. - Operations managers who audit win/loss ratios each quarter. ## How To Use Proposal Tracking Automation? 1. Clone the template from /automate — one click, live in seconds. 2. Add your open proposals; the Relationship field links each to the matching client record. 3. Set deadline triggers so agents send reminder messages when a proposal ages past your threshold. 4. Switch to Board view to drag proposals through stages visually. 5. Review win/loss metrics in Table view at the end of every month. Every proposal has a home now — explore more pipeline tools in the community or browse