WORKFLOW STUDY / AI-ASSISTED PROPOSAL DRAFTING

Proposal Writer.

A functional prototype that turns a structured workspace brief and relevant knowledge into an editable proposal document draft.

ROLEWorkflow design and implementation

STATUSPrototype

PLATFORMn8n workflow

01 / PURPOSE

From Brief to Proposal.

A structured workspace brief starts a knowledge-assisted proposal draft, which is created in a document workspace.

02 / THE FLOW

What It Does,
Step by Step.

An original high-level illustration of this prototype. Stage names describe the use case, not the underlying node configuration.

ABSTRACT WORKFLOWPROTOTYPE / 04 STAGES
  1. 01 / STARTWorkspace briefStructured proposal input
  2. 02 / CONTEXTKnowledge supportRetrieve relevant context
  3. 03 / DRAFTProposal writerPrepare draft content
  4. 04 / OUTPUTDocument workspaceDraft available to edit

No private proposal text, knowledgebase content, prompts or account details are shown.

03 / WHAT IT CAN PRODUCE

A Useful
Output.

An editable proposal draft in a document workspace. Final pricing, promises and approval remain human decisions.

Prototype. I built it to test the workflow.

04 / THE RECORD

Built to Test
The Workflow.

I built a prototype that turns a brief into an editable proposal draft. People still set the price and approve what goes out.

What I Built

  • Built a Notion-triggered proposal drafting path.
  • Used knowledge retrieval to support the draft.
  • Created an editable proposal draft in a document workspace.