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Project Brief to Proposal Draft

Example prompt: "When a prospect submits our Typeform intake, take their answers, match the project type against our rate card in Google Sheets, and draft a proposal in Google Docs using our standard template. Fill in the client name, the problem summary, the proposed scope with phase breakdown, a realistic timeline, and an indicative price range. Add a short note listing any answers that were unclear or missing. Save the draft in our 'Proposals In Progress' Drive folder and ping me on Slack with the link."

The Problem

Proposals are the most important document in the sales cycle and usually the slowest to produce. We read the intake form, copy the answers into the template, sanity-check the scope against the rate card, remember our standard phasing, pick a plausible timeline, and caveat everything that was ambiguous in the brief. That's an hour or two of focused work per proposal, and the first version is almost always a rough pass that still needs editing. When enquiries come in bursts, the backlog builds up and the slower ones go cold.

How GloriaMundo Solves It

We build a workflow triggered by a new Typeform submission. An integration step reads the form answers. An integration step pulls our rate card and standard phasing from Google Sheets. An LLM step matches the project type against the rate card, drafts the problem summary in the prospect's own words, proposes a phase breakdown, and picks a realistic timeline and price range. A second LLM step flags any answers that were vague, contradictory, or missing — the bits a human needs to resolve before sending. Integration steps create the draft in Google Docs using our template and drop the link into the right Drive folder. Glass Box preview shows the populated document and the list of open questions before anything leaves our desk.

Example Workflow Steps

  1. Trigger (webhook): New Typeform submission on the project intake form.
  2. Step 1 (integration): Fetch the form answers and the attached brief if present.
  3. Step 2 (integration): Read the rate card and standard phasing from Google Sheets.
  4. Step 3 (llm): Draft the problem summary, proposed scope, phase breakdown, timeline, and price range using the rate card.
  5. Step 4 (llm): Flag any answers that were unclear, missing, or contradictory.
  6. Step 5 (integration): Create a Google Doc from our proposal template with the fields filled in and the open questions noted at the top.
  7. Step 6 (integration): Save the draft to the 'Proposals In Progress' folder in Google Drive and post the link to Slack for review.

Integrations Used

  • Typeform — collects the intake answers that trigger the workflow
  • Google Sheets — stores the rate card and standard phasing we draft against
  • Google Docs — the drafted proposal uses our standard template
  • Google Drive — proposals land in the 'Proposals In Progress' folder
  • Slack — the review link lands in the sales channel

Who This Is For

Agency founders and partners who write proposals themselves and want a solid first draft in front of them instead of starting from a blank page each time.

Time & Cost Saved

A proper proposal draft — intake, rate card, phasing, timeline, pricing, caveats — tends to take 60 to 90 minutes the way most of us do it. This workflow delivers a reviewable first draft in a few minutes, leaving 15 to 20 minutes of human editing. For a studio that handles three or four enquiries a week, that is three to four hours recovered every week, and faster turnarounds on the prospects who are still warm.