Workflow Overview
The proposal writing process follows a systematic approach:Step 1: Information consolidation
Upload and analyze your RFP document, concept materials, and reference proposals. The AI extracts requirements, evaluation criteria, and key deadlines.
Step 2: Concept review
Review AI-generated concept analysis, select sections to include, and provide feedback. The system generates an enhanced concept document aligned with RFP requirements.
Step 3: Structure and workplan
Generate a proposal structure based on RFP requirements and your concept. The AI creates a logical outline with sections, subsections, and workplan components.
Step 1: Information consolidation
Document upload
Upload the following materials:- RFP Document (required): The Request for Proposal PDF
- Concept Document or Text (required): Your initial project concept
- Reference Proposals (optional): Previously successful proposals for guidance
- Supporting Documents (optional): Additional context materials
All uploaded documents are automatically vectorized using Amazon Titan Embed v2 for AI-powered retrieval during generation.
RFP analysis
Once documents are uploaded, trigger RFP analysis:- Requirements: Technical, organizational, and eligibility requirements
- Evaluation Criteria: Scoring framework and weighting
- Deliverables: Expected outputs and milestones
- Submission Guidelines: Format, page limits, and deadlines
Concept analysis
After RFP analysis completes, analyze your concept:- Sections needing elaboration to meet RFP requirements
- Gaps between your concept and RFP expectations
- Strengths to emphasize
- Suggested improvements
Step 2: Concept review
Review generated analysis
The system presents sections identified for elaboration:Select and comment
Toggle section selection and add comments:Generate concept document
Generate an enhanced concept document incorporating your selections:- Original concept sections
- AI-generated elaborations for selected topics
- Integration with RFP requirements
Step 3: Structure and workplan
Generate proposal structure
Create a structured outline based on RFP requirements:- Section hierarchy: Main sections and subsections matching RFP format
- Page allocation: Estimated pages per section based on RFP limits
- Workplan: Timeline, activities, milestones, and deliverables
- Budget framework: Budget categories aligned with RFP requirements
Review and customize
The structure is returned as a JSON object:Step 4: Proposal review
Generate draft template
Create a Word document template with your structure:- All sections and subsections from your structure
- Placeholder guidance text for each section
- Properly formatted headers and styles
Analyze draft feedback
Once you’ve written content, upload and analyze your draft:Data persistence
All workflow data is stored in DynamoDB:- Proposal metadata: Status, timestamps, user information
- Analysis results: RFP analysis, concept analysis, structure
- Generated documents: Concept document v2, templates
- User selections: Section choices, comments, preferences
Next steps
Document management
Learn about document upload, storage, and vectorization
API reference
Explore the complete Proposal API
Admin prompts
Customize AI prompts for each workflow step
Architecture
Understand the underlying system architecture