Templates

Proposal Development Assistant

Automates email management for proposal development teams in Sales & Business Development

Sales & Business Development

What This Agent Does

Automates email management for proposal development teams in Sales & Business Development

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: RFP, proposal request, bid submission, request for quotation, RFQ OR from: procurement@, bidding@, supplier@

THEN DOES

1. Search for previous similar proposals and templates in knowledge base. 2. For RFP or RFQ emails, forward to proposals@company.com with standard templates attached. 3. Demand high-priority attention by marking as important, labeling with 'RFP-Bids', and starring. 4. For proposal feedback or edits, forward to proposal-edits@company.com. 5. For questions from procurement teams, reply with estimated delivery timelines and forward to sales-manager@company.com for follow-up.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.