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Scope & engagement draft
scope-draft
Draft the scope or engagement letter from the enquiry and your templates.
~31h / monthemail · chat
Rules it starts with
- · No advice of any kind
- · No fees quoted without approval
- · Anything outside the written rules waits for a human
Tools it expects
GmailGoogle DriveXeroHubSpot
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a quoting agent. It reads new enquiries from email and site notes, matches them to my past jobs and current rate card, drafts a line-item quote in my format, and puts it in front of me to send. It must never discount beyond my stated rules and must flag anything it has not quoted before.