Develop proposals for current or prospective customers
Most of the output can be produced by software today.
This is the most automatable shape of work there is, and also the shape that most needs a live connection to the system the record lives in. Without that connection an agent can prepare the entry but cannot file it.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Recording, documentation and administration |
| Jobs that do it | 7 occupations |
| Tool categories that apply | Tools and auth, Builders |
| O*NET activity | Documenting/Recording Information (4.A.3.b.6) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 7 occupations that perform it.
- Write and submit proposals to bid on contracts for projects.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Prepare proposals, quotes, contracts, or presentations for potential solar customers.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- Review plans for new construction with clients, enumerating and recommending available options and features.
- Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for recording, documentation and administration, and what it costs.
The work is not writing the record, it is filing it where the record lives. Make reaches most of those systems from $9 a month, which is the cheapest honest start; Composio is for when you are writing the agent yourself.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
Step-by-step workflows that name this activity, with the prompts to paste and what to keep for yourself.
Others for recording, documentation and administration
Who does this work
7 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
Work that goes with it
O*NET groups these under “Prepare proposals or grant applications”. In practice they tend to be done by the same person, in the same sitting.
| Activity | Jobs |
|---|---|
| Write grant proposals | 49 |
| Prepare proposals or grant applications to obtain project funding | 20 |
| Prepare proposal documents | 13 |
| Prepare proposal documents or grant applications | 4 |
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.