Proposal Automation Agent:
Accelerate and improve project pursuits with ease
Stop wasting hours on repetitive, non-billable tasks and generate high-quality RFP responses and Statements of Work—fast.
Designed for Project Teams. Built on Microsoft. Delivered by HSO.
Responding to RFPs and creating SOWs is time-consuming, repetitive, and often pulls your most valuable staff away from strategic work. Traditional processes involve starting from scratch, searching for past responses, and manually assembling documents—leading to inefficiencies, higher costs, and slower turnaround times.
The solution? HSO's Proposal Automation Agent uses AI to scan your past proposals, case studies, and documentation to help you author high-quality RFP responses and Statements of Work—fast. It transforms the way you handle RFPs and SOWs by leveraging AI-powered automation and your existing knowledge base. Built on Microsoft Copilot Studio and integrated with Microsoft Teams and 365, it fits seamlessly into your workflow.
Key Capabilities
- Go/No-Go Analysis
Instantly evaluate incoming RFPs against your historical data and business criteria. Get a clear recommendation with scoring across client experience, staff match, and profitability—plus risk assessments for compliance and coverage. - Automated Document Drafting
Generate structured, context-aware RFP responses and SOWs in minutes. Includes project overviews, execution strategies, work breakdown structures, and clarification points—all based on proven approaches from past projects. - Knowledge Base Integration
Connects to your SharePoint folders, CRM, ERP, and uploaded files to ensure responses are accurate, comprehensive, and aligned with your organization’s standards. - Dynamic Querying
Retrieve project details, case studies, and team information instantly. Ask natural language questions like “Show me high-rise office projects in Ohio” or “List all projects managed by Taylor Win.” - Workflow Integration
Accessible through Microsoft Teams and Copilot, enabling collaboration and efficiency without leaving your daily tools.
Key Benefits & Impact
Clients have experienced an average savings of 5.5 hours per statement of work, as well as:
- Improved proposal and RFP response quality
- Faster staff onboarding times
- Lower project overhead costs
- Higher win rates
Why HSO?
HSO combines deep industry expertise with a proven AI advisory and maturity assessment methodology, ensuring your organization is ready for agent-driven automation. From data platform readiness to organizational change management, we guide you every step of the way.
Get Started
Ready to Transform Your Proposal Process?
Contact us today to learn how our Proposal Automation Agent can help you respond faster, smarter, and more competitively.