📄 AI Proposal Automations
Build a live proposal app from one prompt with Taskade Genesis — AI agents draft, track, and follow up. Clone a working pipeline and own it instantly.
32 automations available • Page 2
Proposal Expiry Management Automation
Automatically track proposal expiry dates, send renewal prompts, and archive expired proposals to keep your pipeline clean.
Schedule → Taskade AI → Taskade · Proposal Editor agent · 3 stepsProposal Generation Automation
Generate a complete, client-ready proposal draft from a short brief using AI agents — in under two minutes.
Taskade → Media → Taskade AI · Proposal Editor agent · 4 stepsProposal Intake Form Automation
Capture client project requirements through an automated intake form and route them directly into your proposal workflow.
Slack → Taskade AI → Taskade · Proposal Editor agent · 3 stepsProposal Contract Conversion Automation
Automatically convert an accepted proposal into a contract draft — pre-filled, formatted, and ready for e-signature.
Taskade → Taskade AI · 3 stepsProposal Competitor Research Automation
Automatically research competitor offerings before writing a proposal so your pitch is positioned to win.
Schedule → Media → Taskade AI → Taskade · Proposal Editor agent · 4 stepsMulti-Language Proposal Automation
Automatically translate and localize proposals for international clients — preserving tone, pricing format, and legal terms.
Taskade → Taskade AI · 3 stepsProposal Feedback Collection Automation
Automatically collect structured feedback from lost proposals to understand why deals were declined and improve future pitches.
Schedule → Taskade · 2 stepsProposal ROI Calculator Automation
Automatically calculate and present the client ROI of your service in every proposal to make saying yes easy.
Proposal Benchmark Automation
Automatically benchmark your proposal rates and terms against market standards so you price to win without leaving margin on the table.
Schedule → Media → Taskade AI → Taskade · Proposal Editor agent · 4 stepsProposal Onboarding Handoff Automation
Automatically trigger a structured client onboarding sequence the moment a proposal is signed and payment confirmed.
Taskade → Taskade AI · Workflow Team team · 3 stepsProposal Archive and Search Automation
Automatically archive every sent proposal with full metadata so you can search, retrieve, and reuse them in seconds.
Schedule → Taskade · 2 stepsProposal Presentation Builder Automation
Automatically convert a written proposal into a structured presentation outline ready for a client pitch meeting.
Taskade → Taskade AI · 3 stepsProposal Renewal Automation
Automatically identify and re-engage clients whose contracts are approaching renewal with a timely, personalized proposal.
Schedule → Taskade AI → Taskade · Renewal Watch agent · 3 stepsProposal Team Performance Automation
Automatically track each team member's proposal output, close rate, and turnaround time to coach performance objectively.
Schedule → Utilities → Taskade AI → Taskade · Proposal Editor agent · 4 stepsProposal Client Portal Automation
Give every client a branded, secure portal to view, comment on, and approve proposals without needing a Taskade account.
Taskade → Taskade AI · Account Manager agent · 3 stepsOr describe your own
Build a Proposal workflow from a sentence
Describe what should happen and Taskade wires the trigger, the steps and the connections for you. Or start from one of the 32 workflows in this category.
- Event-triggered
- 100+ integrations
- Branching logic
- Schedule + monitor
