Marketing technology · Applied AI · Business systems
I've run these workflows myself. I build software that helps teams draft from approved sources, track what's waiting on whom, and keep people in charge of sign-off.
An AI-assisted RFP workflow that turns proposal packages into cited drafts and coordinated reviews, with human approval at five checkpoints.
Sales outcomes the workflow supported, across both the plugin and the deployed app. Hours per RFP are my own estimate, not an audited time study.
Help sales find answers in a shared knowledge library, inspect the sources, and identify what needs confirmation.
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Illustrative sales conversation. A sales representative asks: does the platform support single sign-on? The assistant answers: yes, single sign-on is available through SAML 2.0, citing source one, the Security and Access record, which the library marks as a verified source. The exchange is a fictional example, not a description of a real product.
Turn scattered event updates into a current view of deadlines, priorities, and follow-ups.
Sample workflow. Someone reports: the Summit Expo hotel is booked. The plugin matches those words to one open task on that event, Book hotel rooms (room block). The person's own update is the confirmation the workflow needs, so no separate approval is required, and the task moves from Not started to Done. The next task still open on that event, Register booth staff on the portal, comes to the top. The events are invented sample records.
Connect mix feedback to the measurements and exact moments behind it—then listen for yourself.