How to build a Proposal Reference Agent
An AI-powered assistant that finds, summarizes, and emails relevant past proposals from Google Drive based on a user’s new project topic.
Challenge
Manually searching, summarizing, and sharing relevant past proposals for new project topics is time-consuming and error-prone.
Industry
Industrials
Department
Operations
Content Creation
Integrations
Gmail
OpenAI
This agent streamlines the process of referencing past proposals for new projects. When a user enters a proposal topic and a recipient’s email, the agent searches a connected Google Drive knowledge base for the most relevant past proposals. It then uses advanced language models to summarize the key points of these proposals and extracts the full text of the referenced documents. Finally, it composes and sends an email to the specified recipient, including both the summary and the original proposal content as attachments or inline text. This workflow eliminates manual research and ensures that stakeholders receive concise, relevant proposal references quickly and efficiently.
