Document Proposal AI Employee

Pre-built workflow template for AI Employees that creates high-quality PPT proposals in minutes using enterprise golden data.

Overview

The Document Proposal Manager is part of Ema's Document Generation suite, offering a pre-built, end-to-end workflow that:

  • Creates high-quality document proposals from enterprise content accurately and in minutes.
  • Leverages AI to help generate and refine content with natural language instructions.
  • Enables seamless collaboration with peers via comments and version control capabilities.

This workflow is instantiated by copy, so any updates to the template will not retroactively change existing AI Employees built from it.

Key Features

  • AI-powered content creation -- Instantly creates accurate and visually enriched content (text, images, charts) from your content repository in minutes.
  • Regeneration using natural language -- Edit content manually or provide instructions in plain English to refine content.
  • Traceable and explainable -- Access a full work log with source references for the content generated.
  • Collaboration and control -- Leave comments and revert versions to collaborate seamlessly within your team.
  • Enterprise branding and consistency -- Every slide adheres to pre-configured brand themes ensuring polished, uniform presentation.
  • Secure and compliant -- Built-in de-identification and data protection ensure privacy and regulatory adherence.

How to Use

1. Create Your AI Employee

Click Create AI Employee at the top of the template page.

2. Configure Your Parameters

Upload content repository -- Upload source data that Ema should use to recommend and generate content from.

3. Enable and Test

  • Turn on your AI Employee.
  • Create a project -- upload an RFP, a response template (with added instructions for each section), and a style guide.

Supported File Formats

DOCX, PDF

Last updated: Jul 3, 2026