Setup inputs
- Scope notes
- Past proposal example
- Service list
- Price band
- Approval checklist
Setup kit / build-ready
Proposal & SOW Builder
Turn intake notes, scope calls, price bands, and past examples into a structured proposal and SOW draft.
Sample sources
- scope notes
- past proposal
- service menu
- approval checklist
First run workflow
- Parse intake notes
- Map scope to services
- Draft proposal
- Create SOW checklist
- Queue owner approval
Outputs
- proposal draft
- SOW draft
- assumptions and exclusions
- owner approval checklist
Role playbook
Use this worker differently by role.
Owner
- First action: Approve the first proof target: One client-ready draft with scope, assumptions, milestones, exclusions, and approval checklist.
- Approval focus: Scope, price, payment route, external sends, connector writes, and first production run.
- Success signal: Owner can decide whether the worker saves time, reduces risk, or moves revenue before any recurring claim.
Operator
- First action: Collect the starting source pack: scope notes, past proposal, service menu.
- Approval focus: Confirm sample quality, missing fields, edge cases, and whether the first proof matches daily work.
- Success signal: Operator can repeat the workflow with less manual checking and fewer missed follow-ups.
Technical admin
- First action: Map the approved source boundary for service business data before any connector access.
- Approval focus: Accounts, permissions, API/export path, audit logs, vaulting, and rollback plan.
- Success signal: Technical admin can explain what the worker can read, what it cannot do, and how every action is logged.
Acceptance tests
- Produces: One client-ready draft with scope, assumptions, milestones, exclusions, and approval checklist.
- Uses only approved sample sources on the first run.
- Shows source trace for every important number, record, or recommendation.
- Keeps every external action in approval-only mode until the owner signs off.