Use cases / 🤝 Customers & sales
Turn a site visit into a proposal
Give your agent rough notes and photos; get a clear proposal with good, better and best options.
How your agent does it
- Reads your notes and photos
- Writes the scope in plain English
- Lays out three options
- Leaves prices for you to confirm
Example prompt
Here are my notes from today's visit. Write a proposal with good, better and best options. Leave prices as TO CONFIRM.
Good to know
- Difficulty: easy
- Typical benefit: 1–2 hours per proposal
- Works best on: ChatGPT, Claude, Gemini
- Agent job: Proposal Writer
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