Advisory Proposal Composer
Turns your master proposal template into a polished, per-client Notion subpage. Pulls in the client name, engagement type, pricing model, team bios, scoped deliverables, and embedded testimonial videos. When the draft is ready it exports a PDF or hands back a shareable link, so each prospect gets a tailored, on-brand proposal the same day they ask for it.
Agent snapshot
Built for professional services work, not a generic template.
27
template uses
1
catalog view
1
integrations used
2
labels matched
Sample input
Build an agent to advisory Proposal Composer. Use Google Docs. Focus on operations. Return a ready-to-review result after each run.
Sample output
On demand, reads your master proposal template and drafts a per-client Notion subpage with custom pricing, team bios, scoped deliverables, and embedded testimonial videos, then exports a PDF or returns a shareable link.
Workflow brief
Where Advisory Proposal Composer fits in a professional services automation system
Advisory Proposal Composer is designed for a specific recurring job: turns your master proposal template into a polished, per-client Notion subpage. Pulls in the client name, engagement type, pricing model, team bios, scoped deliverables, and embedded testimonial videos. When the draft is ready it exports a PDF or hands back a shareable link, so each prospect gets a tailored, on-brand proposal the same day they ask for it. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Google Docs as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 7 concrete steps from the published agent data.
Receive a request with the client name and engagement details, either on demand or via a connected intake.
Fetch the master proposal template from the configured source and parse it into a typed section map.
Pull team bios, pricing tiers, and testimonial video links from the configured knowledge base or Notion property.
Compose each section in the chosen tone, substituting client-specific fields and pricing.
Create a new subpage under the configured Notion parent page and write the composed sections.
Embed testimonial videos and any supporting links inline; verify each embed renders.
Integrations used
Advisory Proposal Composer connects Google Docs.
Google Docs
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