Draft a proposal or SOW from my template and the RFP
Minda fills your proposal template from a request or brief and marks every assumption for you to confirm. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs when you start it. It works with Google Docs and Gmail.
In Minda: Tasks → New → Browse tasks → Draft a proposal or SOW from my template and the RFP. Minda Super Intelligence for Windows is coming soon.
- Docs
- Google Docs
Gmail- Files on this computer
- Read the request first
- List the requirements, the deadline, the budget…
- Mark every assumption and every number you were…
- Save it as a Word document named [file name]…
What you get
Reads the request first It lists the requirements, the deadline, the budget if given and the constraints the request does not state.
Your template, filled in It fills in scope, deliverables, milestones with dates, pricing from your rate card, exclusions and assumptions.
Assumptions are marked Every assumption and every number it was not given is marked, so you can confirm it before the document goes out.
Word file and cover email It saves a Word document and drafts a short cover email to the client as a Gmail draft.
Why use this?
Minda works from your own template, so the terms and legal sections stay word for word. It never invents a price, a date or a promise, and it never sends or submits the proposal. You finish with the open assumptions and the questions to ask the client.
What it does
- When
- When you start it
- Works with
- Google Docs, Gmail, Files on this computer
- For
- Sales, Founders
- You fill in
- [client and the job], [template doc link], [RFP file, brief, or call notes link], [price list or rate card], [file name]
How it works
- WhenWhen you start itSave it as a workflow to run it daily at 9am instead
- Step 1Reads the RFP or brief
- Step 2Lists requirements and gaps
- Step 3Fills your master template
- Step 4Marks every assumption
- Step 5Saves a Word document
- Step 6Drafts a cover email
- ResultA Word draft with assumptions marked
Read the request first: [RFP file, brief, or call notes link]
List the requirements, the deadline, the budget if given, and the constraints the request does not state, then fill the template: scope, deliverables, milestones with dates, pricing from [price list or rate card], exclusions and assumptions
Mark every assumption and every number you were not given with (assumption) so I can confirm it
Save it as a Word document named [file name] and draft a short cover email to the client as a Gmail draft
Finish with the open assumptions and the three questions to ask the client before this goes out
Rules it keeps
The agent follows these on every run.
Never invent a price, a date or a promise
Keep the template's terms and legal sections word for word
Never send or submit it
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Draft a proposal or statement of work for [client and the job] from my master template [template doc link]. Read the request first: [RFP file, brief, or call notes link]. List the requirements, the deadline, the budget if given, and the constraints the request does not state, then fill the template: scope, deliverables, milestones with dates, pricing from [price list or rate card], exclusions and assumptions. Mark every assumption and every number you were not given with (assumption) so I can confirm it. Save it as a Word document named [file name] and draft a short cover email to the client as a Gmail draft. Rules: never invent a price, a date or a promise; keep the template's terms and legal sections word for word; never send or submit it. Finish with the open assumptions and the three questions to ask the client before this goes out.
Who is it for?
Sales reps answering RFPs You write proposals from a template and want the first draft filled in.
Founders writing statements of work You write each proposal yourself and want the requirements pulled out first.
Frequently asked questions
Does it send the proposal?
No. It never sends or submits it. The cover email is a Gmail draft for you to read and send.
What if a price or date is missing?
It never invents one. It marks the gap with (assumption) so you can confirm it.
Does it change my template terms?
No. It keeps the terms and legal sections of your template word for word.
What do I give it?
The client and the job, your template link, the request, brief or call notes, and your price list or rate card.
What do I get at the end?
The open assumptions and three questions to ask the client before it goes out.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Draft a proposal or SOW from my template and the RFP. Minda Super Intelligence for Windows is coming soon.
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