Proposal writer

Overview

Proposal Writer transforms your briefs, meeting notes, and rough ideas into structured, client-ready proposal drafts, adapting to your business, voice, and project every time.

Who it's for

Freelancers, agency teams, consultants, and any professional who regularly writes client proposals.

What's included

• Mention trigger: Activate the agent by mentioning it in any Notion page to start a new proposal draft from whatever context you provide.
• Meeting note trigger: Automatically generates a proposal draft when a meeting note summary is completed, pulling in the summary, action items, and host notes.
• Structured proposal drafting: Produces a full proposal with Introduction, Overview and Goals, Approach, Scope and Deliverables, Phases and Timeline, Team and Responsibilities, Investment, and Next Steps sections.
• Database saving: Saves completed drafts to a connected proposals database, setting the title, client name, and status automatically.
• Reviewer notes: Keeps internal assumptions, open questions, and missing details separate from the client-facing proposal text.
• Template mode: Generates a reusable proposal template with clear placeholders when no brief is available.

How to use it

1. Mention the agent: In any Notion page, mention the Proposal Writer agent and paste or describe your brief, meeting notes, or rough idea.
2. Provide key context: If details are sparse, the agent will ask once for the client or audience, what is being proposed, and the desired outcome. You can also ask it to proceed with a template.
3. Review the draft: The agent saves the draft to your proposals database with a "Draft" status and returns a link in chat, along with a short summary of any missing details or open questions.
4. Refine and finalize: Open the saved proposal page, make your edits, and update the status when it is ready for internal review or client delivery.
5. Use the meeting note trigger: Connect the agent to your meeting workflow so it automatically drafts a proposal whenever a meeting note summary is completed, with no manual prompt needed.