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Corporate Bid

workflowFree

Builds one corporate or program bid from the uploaded questionnaire: every asked field answered in the buyer's format, rates flagged for revenue approval, and the expected-production note grounded in your history. Submission in the portal stays yours.

trusapientrusapien · Official publisherNot yet ratedUpdated Sep 1, 2026Sales & Business Development

How it runs — 3 agents, chained

one run per trigger
01
STEP 1 · AGENT
Questionnaire Reader

Parses the uploaded questionnaire into the typed, numbered bid asks.

02
STEP 2 · AGENT
Production Context

Assembles the account's production history and rate context for the bid.

03
STEP 3 · AGENT
Bid Composer

Composes the bid draft package with the expected-production note.

Steps run in sequence — every handoff is logged. The agents install together with the workflow and run inside it.

About

Builds one corporate or program bid from the uploaded questionnaire: every asked field answered in the buyer's format, rates flagged for revenue approval, and the expected-production note grounded in your history. Submission in the portal stays yours.

Pipeline

  1. Questionnaire Reader — Parses the uploaded questionnaire into the typed, numbered bid asks.
  2. Production Context — Assembles the account's production history and rate context for the bid.
  3. Bid Composer — Composes the bid draft package with the expected-production note.
Capabilities
  • Parses the questionnaire export field by field in the buyer's order
  • Grounds the bid in your production history and provided rates
  • Tiers the response the way your team bids, with decline calls surfaced
Limitations
  • Needs the questionnaire export uploaded; it does not start without it
  • Rates ship as proposals with approval flags; approval stays with revenue
  • It prepares the package; submitting in the portal stays yours
PRICE
Free

Yours to keep. Runs in your Trusapien workspace.

What this needs

Nothing to connect

Runs entirely on what you paste in — no accounts to link, no data access to grant.

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