PROPOSAL INTELLIGENCE: The Complete Guide to AI Driven Proposal Automation

Automate RFP Responses, Streamline Proposal Writing, and Manage Knowledge with Microsoft CoPilot & AI Agents

By: Andi White, Mark White

Narrated by: Virtual Voice

Proposal Intelligence

Turn Proposal Chaos into a Competitive Advantage

If you’ve ever wasted hours hunting for the “right” resume, rewriting the same project description from scratch, or stitching together outdated boilerplate under a looming deadline—you know the proposal grind is broken. Proposal Intelligence is the fix.

This practical, step-by-step playbook shows you how to use Microsoft CoPilot and CoPilot Studio—tools you likely already have—to transform your proposal process from scattered and stressful to organized, fast, and consistently high-quality.

You’ll discover how to:

• Eliminate content chaos by creating a clean, AI-ready repository of resumes, project sheets, technical approaches, and compliance documents.

• Assign a Proposal Data Steward to keep every piece of content accurate, up-to-date, and ready for instant reuse.

• Train CoPilot Agents to quickly draft resumes, past performance sections, compliance tables, and technical narratives from your own vetted content.

• Build a multi-agent framework tailored to different sectors, regions, and proposal stages—so the right content appears instantly, every time.

• Implement quality control that keeps your AI outputs sharp, on-brand, and compliant.

• Scale effortlessly from a single project team to a global proposal operation without sacrificing accuracy or speed.

The benefits for you and your team:
✅ Hours saved per proposal—AI drafts content in seconds, so you can focus on strategy and client-focused storytelling.
✅ Higher win rates—every response is consistent, accurate, and aligned with your best past work.
✅ Less stress and rework—clear structures, ownership, and tagging mean no more version chaos.
✅ Future-proof proposals—your system evolves and improves with every submission.

Whether you’re a one-person proposal shop or part of a global enterprise, Proposal Intelligence gives you the blueprint to:

1. Start small with the tools you already own.

2. Build smart, AI-driven systems that support—not replace—your people.

3. Create a repeatable, scalable process that turns every proposal into a competitive advantage.

Stop letting disorganized content slow you down. Start using your time where it matters most—winning work.

Proposal Intelligence” is an Outstanding and Highly Engaging Guide

The authors present what can be a complex process in clear, actionable steps, making it easy to follow and implement, whether you’re part of a small team or a large organization. I especially enjoyed how the book emphasizes efficiency without sacrificing quality, offering smart ways to organize content, leverage AI tools, and streamline workflows for faster, more consistent, and more compelling proposals.

This isn’t just theory, it’s a hands-on roadmap that can instantly boost productivity and help deliver winning proposals with less stress and greater confidence. An excellent listen for anyone who wants to modernize their proposal process and achieve consistently high-quality results.

poor

its mechanical and dry not really very good. its AI generated, poorly worded and uninformative