Document Proposal AI Employee
The Document Proposal AI Employee is built from the Proposal Writer curated template (category: Sales). It is a form AI Employee (AIE): you submit a description of the prospect's requirements, and it gathers the relevant capabilities, case studies, pricing, and technical specs from your Knowledge base, then assembles them into a structured first-draft proposal. It cuts proposal turnaround from days to minutes and keeps structure and quality consistent across the sales team.
Workflow
The template ships a two-agent workflow that runs left to right:
| Node | Agent type | What it does |
|---|---|---|
| Gather Materials | search_respond | Searches your Knowledge base for product capabilities, case studies, pricing structures, and technical specifications relevant to the proposal request. |
| Draft Proposal | document_agent | Produces a structured proposal document from the gathered materials — Executive Summary, Proposed Solution, Technical Approach, Timeline, and Pricing — in a professional tone. |
A start node feeds the form submission in, and a publish node exposes the drafted proposal. The edges run start → research → draft → publish.
Because this is a form AI Employee, there is no chat welcome message or conversation starters — you trigger it by submitting the form rather than chatting.
Starting configuration
The template clones in with this configuration, which you can change in the builder:
- Model selection — Let Fusion Pick (EmaFusion™ chooses the model per request).
- Optimization priority — Most accurate.
- Conversation context — disabled (this is a single-submission form workflow, not a chat).
- Feedback — enabled, with thumbs-up / thumbs-down reasons and free-text comments.
Recommended data sources: connect your proposal templates, past winning proposals, and product or service documentation so the agent can draft well-informed proposals.
How to use
After you select Use template and the AI Employee opens in the builder:
- Add your company knowledge base. Connect your capabilities docs, case studies, technical specs, and pricing to the Gather Materials node. See Knowledge bases.
- Customize the proposal structure. Edit the Draft Proposal node's Instructions to match your company's proposal format, required sections, and tone.
- Publish and submit. Publish the workflow, then submit the form describing the prospect's requirements and receive a structured first draft to refine.
Scope. The Proposal Writer template assembles a structured text proposal from your Knowledge base. It is part of Ema's broader document-generation capability; for branded slide or document output beyond this template's text draft, see App Builder and the document-generation tooling.
Example inputs
- "Mid-market SaaS company, 200 employees, needs a customer support automation rollout in Q3. Emphasize our healthcare case studies and Net 30 terms."
- "Enterprise prospect evaluating us against two competitors; lead with our security posture and include a phased implementation timeline."
Related
- Agent reference — the
search_respondand document-generation agent types. - Knowledge bases — connecting your proposal source material.
- Templates overview — the full curated template list and the clone flow.