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Draft a proposal or statement of work from my notes

Scope, deliverables, assumptions, timeline, and fees in the company document profile, ready for partner review.

DocspartnerProfessional services
Prompt
From [Discovery notes or transcript], draft a statement of work for [Client] on a [Pricing model] basis: objectives, scope in and out, deliverables with acceptance criteria, assumptions, timeline, team, fees and payment schedule, and change-control terms. Use the company document profile. List every open question a partner must answer before the document can be sent. Stage for approval.
Works with
Use this template Save as workflow
How Company OS runs it

Drafts, then waits. Anything that leaves the company is staged for your approval.

Run details

Agent alex · Approvals external communication · Output statement of work with a receipt