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Write a sales proposal from your call notes

A proposal in your own template with the client's goals, scope, timeline and price, ready to edit.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Make a copy of my proposal template at template url and name it client proposal. Read the call notes at notes url, the deal in Pipedrive and the client's website. Fill in each section: the client's situation and goals in their own words, the scope, what is not included, the timeline, the price from price list url and the next steps. Keep the headings and the length of the template. Add a comment to each fact that you are not sure of. Do not send the proposal.

  • It works in Google Docs and Pipedrive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
template urlA link to your proposal template in Google Docshttps://docs.google.com/document/d/1Tp6xRc4Lm/edit
clientThe client's company nameMarlow Bakery Group
notes urlA link to your call noteshttps://docs.google.com/document/d/1Nt2bQe9Zs/edit
price list urlA link to your price listhttps://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit

What you get back

An example run with the example values above. Your run uses your own data.

New doc: Marlow Bakery Group proposal (6 pages)

Goals from the call: cut food waste by 20%, one stock view for 9 shops

Scope: inventory setup in 9 shops, 2 training days, 3 months of support

Not included: hardware, a link to the old till system

Timeline: 6 weeks from 16 November 2026

Price: 14,400 EUR setup + 890 EUR each month (Standard plan, 9 locations)

Comments: 2 facts to check (number of staff, till brand)

Not sent.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 4 blanks

    Type template url, client, notes url and price list url. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Make a copy of my proposal template at https://docs.google.com/document/d/1Tp6xRc4Lm/edit and name it Marlow Bakery Group proposal. Read the call notes at https://docs.google.com/document/d/1Nt2bQe9Zs/edit, the deal in Pipedrive and the client's website. Fill in each section: the client's situation and goals in their own words, the scope, what is not included, the timeline, the price from https://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit and the next steps. Keep the headings and the length of the template. Add a comment to each fact that you are not sure of. Do not send the proposal."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Write a sales proposal from your call notes" template with template url = https://docs.google.com/document/d/1Tp6xRc4Lm/edit; client = Marlow Bakery Group; notes url = https://docs.google.com/document/d/1Nt2bQe9Zs/edit; price list url = https://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Make a copy of my proposal template at https://docs.google.com/document/d/1Tp6xRc4Lm/edit and name it Marlow Bakery Group proposal. Read the call notes at https://docs.google.com/document/d/1Nt2bQe9Zs/edit, the deal in Pipedrive and the client's website. Fill in each section: the client's situation and goals in their own words, the scope, what is not included, the timeline, the price from https://docs.google.com/spreadsheets/d/1Pl8dVk3Wa/edit and the next steps. Keep the headings and the length of the template. Add a comment to each fact that you are not sure of. Do not send the proposal."
  }
}

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