Proposal Deck Builder

What this task does

Cowork searches your Drive for everything about the client — discovery notes, their RFP, your competitive analysis, a relevant case study — extracts what matters, and assembles a proposal deck around their stated challenges rather than your template's defaults.

Set up once

1. Connect the Google Drive connector.
2. Name client files consistently so search finds them ([Client] — discovery notes, etc.).
3. Save brand colors/type preferences into context/brand.md once.

The task brief

Paste this into Claude Cowork:

Build a proposal deck for [FILL IN: client]. Search Drive for documents mentioning them, confirm what you found, then extract: their stated challenges, evaluation criteria, and our differentiators for their situation. Build a [FILL IN: number]-slide deck: executive summary, their challenges in their words, our approach mapped to each, implementation timeline, case study from a similar client, pricing frame, next steps. Match our brand file. Then produce a one-page PDF summary in the same style.

What you get back

• A deck organized around their evaluation criteria
• A one-page summary for forwarding to stakeholders you haven't met
• A saved style guide making the next proposal faster

Guardrails

• Verify every number and claim against source docs before it ships.
• Legal reviews contract-adjacent language — the deck proposes, it doesn't commit.