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Attach Proposal Packets
Attach folder files to proposal drafts and send them for internal review
Use this Agent instantly or customize it - no programming needed
- Proposal folder assignmentsProposal folder assignments
You choose which shared folder belongs to each proposal draft.
- Packet checklistPacket checklist
You choose the required files, acceptable types, and rule for picking the current version.
- Proposal folder filesProposal folder files
The files in the shared folder provide the candidates and their version details.
- Proposal draftProposal draft
Your proposal's status shows whether the packet can still join the draft.
- Existing attachmentsExisting attachments
Your draft's attachment list shows which packet files already appear with the proposal.
Your shared file service supplies the file details and content for each proposal packet.
monday.com holds each draft, receives its packet files, and starts internal approval.
- Late packet noticeLate packet notice
You learn when a proposal has left draft before its folder packet could join it.
- Packet file issuePacket file issue
You learn which required file is missing or needs a current version chosen.
- Attachment limit noticeAttachment limit notice
You see which selected files cannot fit within the attachment limits.
- Proposal attachmentsProposal attachments
Your approver can open the proposal and download its current supporting files.
- Internal approval requestInternal approval request
Your completed proposal packet reaches its internal approver for review.
This Agent checks mapped proposal folders each morning for required files. It attaches current files to matching drafts. Your approver receives the proposal and files for internal review.
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Google DriveUsed as:
- Shared file service
Google Drive supplies the file details and content for each proposal packet.
monday.comUsed as:
- Document approval tool
monday.com holds each draft, receives its packet files, and starts internal approval.
Google ContactsUsed as:
- Shared file service
Google Contacts supplies the file details and content for each proposal packet.
DropboxUsed as:
- Shared file service
Dropbox supplies the file details and content for each proposal packet.
OneDriveUsed as:
- Shared file service
OneDrive supplies the file details and content for each proposal packet.
Microsoft SharePointUsed as:
- Shared file service
Microsoft SharePoint supplies the file details and content for each proposal packet.
Made for your industry
Attach Proposal Packets is made for businesses in these industries.
- Advertising and Marketing
Add campaign scope and pricing files to agency proposals.
Show all Agents for the Advertising and Marketing industry - IT Services
Add implementation scope and pricing files to service proposals.
Show all Agents for the IT Services industry - Consulting
Attach current engagement scope and fees to proposal reviews.
Show all Agents for the Consulting industry - Construction
Attach current bid scope and pricing files before proposal approval.
Show all Agents for the Construction industry - Graphic Design
Bring creative scope and fee files into proposal reviews.
Show all Agents for the Graphic Design industry - Architecture and Engineering
Send design scope and fee files with proposals for approval.
Show all Agents for the Architecture and Engineering industry
Made for your role
Attach Proposal Packets is made for people in these roles.
- Account Executive
Send proposals for approval with current pricing and scope files.
Show all Agents for the Account Executive role - Sales Operations Specialist
Complete proposal packets from shared folders before approval.
Show all Agents for the Sales Operations Specialist role - Sales Operations Manager
Keep proposal approval packets complete with current folder files.
Show all Agents for the Sales Operations Manager role - Proposal Manager
Attach current scope and pricing files before proposal approval.
Show all Agents for the Proposal Manager role
Made for your department
Attach Proposal Packets is made for people in these departments.
- Sales
Send proposals for approval with supporting files attached.
Show all Agents for the Sales department - Sales Operations
Gather proposal packet files from shared folders before approval.
Show all Agents for the Sales Operations department - Proposal Management
Attach current scope and pricing files to proposal reviews.
Show all Agents for the Proposal Management department
How Attach Proposal Packets works
4 steps, in order, on every run.
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Scan Mapped FoldersScan each mapped proposal folder for the files your team requires. Flag missing files or unclear versions for your coordinator.
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Check Matching DraftsRead each matching proposal draft and its attachment list. Report proposals that have already left draft.
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Attach Current FilesSelect required files using your version rule. Import missing files from complete packets as separate attachments.
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Send Complete DraftsReport files that exceed attachment limits and leave those drafts unsent. Submit complete drafts for internal approval.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
6 tools
- Connect the shared file folders and map each proposal folder ID to its draft proposal document ID.
- List the required file names or file roles, acceptable types, and the rule for choosing the current version in each folder.
- Enable attachment import from the file folder tool and the internal approval flow on proposal drafts.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Proposal Packets:
You choose the required files, acceptable types, and rule for picking the current version. You also map each proposal folder to its draft.
Your coordinator gets the missing-file reason or a request to choose a version. Your proposal stays in draft until the packet is complete.
Your coordinator gets a report that the packet arrived too late. The Agent leaves the proposal unchanged.
Your coordinator sees which files exceed the count or size limit. The draft stays unsent.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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