Agent responsibility
Find approved evidence
Retrieve relevant approved material, prepare a draft outline, and identify claims or assumptions that need validation.
Referenced evidence pack
Professional services / Project delivery / Solution blueprint
Proposal evidence assembly
Build a reviewable proposal from approved knowledge and source material.
Business problem & expected outcomes
The challenge behind
proposal evidence assembly.
Teams reuse past proposals without consistently checking whether claims, scope, and pricing assumptions still apply.
What this workflow is designed to deliver
Referenced evidence pack
Retrieve relevant approved material, prepare a draft outline, and identify claims or assumptions that need validation.
How to measure the improvementSource traceability; unsupported claims found in review; time spent assembling the first review packet.
Start with the right information.
Approved service descriptions, reference material, client requirements, and commercial review rules.
Interactive workflow diagram
From proposal requirements
to a clear next step.
Retrieve relevant approved material, prepare a draft outline, and identify claims or assumptions that need validation.
Professional servicesSelect a stage to explore
Context
Proposal requirements
Approved service descriptions, reference material, client requirements, and commercial review rules.
Prepared outputReferenced evidence pack
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
Knowledge Base
Project & environment scopeRetrieve approved guidance and attach source references to the prepared answer.
File storage
Project & environment scopeKeep source documents and proposal revisions linked to the client brief and review record.
The decision boundary
Commercial and delivery owners approve pricing, claims, and commitments before a proposal is shared.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Agent Lab
Knowledge Base
Retrieve approved guidance and attach source references to the prepared answer.
Datalake
File storage
Keep the supporting files accessible within the review’s project and environment.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Proposal requirements
Approved service descriptions, reference material, client requirements, and commercial review rules.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Find approved evidence
Retrieve relevant approved material, prepare a draft outline, and identify claims or assumptions that need validation.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Proposal-owner review
Commercial and delivery owners approve pricing, claims, and commitments before a proposal is shared.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Referenced evidence pack
Source traceability; unsupported claims found in review; time spent assembling the first review packet.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Knowledge Base
An approved document set, content owners, and retrieval access boundaries.
File storage
A document inventory, resource access scopes, and a file-retention policy.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Commercial and delivery owners approve pricing, claims, and commitments before a proposal is shared.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Source traceability; unsupported claims found in review; time spent assembling the first review packet.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with proposal requirements. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Professional services
Professional servicesWorkflow design
- ContextProject context
- Agent LabPrepare the handoff
- Your teamProject-owner review
Prepared outputContinuity brief
Solution blueprint
Client project handoffs
Carry the brief and its decisions into the next phase of work.
Used in this case
Explore the implementation - Agent memory
- Agent Skills
- Human approvals
Professional servicesWorkflow design
- ContextEngagement question
- Agent LabFind reusable expertise
- Your teamCheck project relevance
Prepared outputReferenced working brief
Solution blueprint
Engagement knowledge reuse
Help specialists find approved methods without exposing another client’s work.
Used in this case
Explore the implementation - Knowledge Base
- Agent Skills
- Connectors & MCP
Professional servicesWorkflow design
- ContextProject deliverable
- Agent LabCollect version & evidence
- Your teamReviewer approval
Prepared outputReview status register
Solution blueprint
Deliverable review tracking
Connect draft versions, reviewers, and unresolved comments.
Used in this case
Explore the implementation - File storage
- Dynamic tables
- Human approvals
Professional services / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
