Skills for the work
that matters
Every capability is a skill crafted for a specific job and tuned to how your company actually works so what your agents produce fits your business, not a generic template.
Proposal Prompt Generator
Turns deal data into a ready-to-paste prompt for whatever proposal tool the rep uses.
Overview
Ask the Distribution agent to get a proposal moving for a named deal. It pulls prospect, pricing, services, timeline, and signatory details straight from deal data, and returns a ready-to-paste prompt for whichever content tool the rep actually uses to build the proposal. It doesn’t assume a specific tool, and it doesn’t guess at numbers it can’t find — it asks for those instead.
Capabilities
- Pulls prospect, pricing, services, timeline, and signatory details from deal data automatically
- Builds a platform-agnostic prompt, not locked to one specific proposal tool
- Asks for any value it can’t find in deal data instead of fabricating it
- Works from a request as loose as “get the proposal ready for [Company]”
Example output
“Acme Corp” AI Prompt
Agent workflow
Step 1: Trigger
Rep asks the Distribution agent to build a pricing/plan proposal prompt for a named deal
Step 2: Check metadata and group fit
Retrieves prospect, pricing, services, timeline, and signatory details from deal records. Example tools: Paperflite
Step 3: Check claims and compliance
Identifies any required value missing from deal data and asks the rep for it directly, rather than guessing
Step 4: Assemble the prompt
Builds a platform-agnostic prompt ready to paste into the rep’s proposal tool of choice
Browse the Library
Remaining skills, grouped by Team
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Paperflite Email Skill (Coming soon)
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Paperflite Pricing Proposal Generator (Coming soon)
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