AI-Agents for Account Executives in Request Intake working with Asana
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsAdd the approved scope version to your client's draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSend the final approved agreement to the deal's named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsDraft prospect proposals for review from deal notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Answer buyer texts with deal context and flag unresolved questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
