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A proposal from the template

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The work

Section titled “The work”

Roadstar handed Proposal writer its first piece of work (see making an agent):

[From Roadstar] Write the Ortiz Bakery packaging redesign proposal for Rosa Ortiz, due Friday.
Sam said in Roadstar's chat at 4:05 PM: "I'm spending my evenings on proposals. Can someone take them on? Start with the Ortiz Bakery packaging one: Rosa wants it by Friday."
Notes: Sam's first proposal for you. Rosa wants it by Friday.
Links: contact:e2a9f4c1-6b07-4d38-a15e-93c0b7d2f846

Proposal writer’s chat starts a thread, “Ortiz Bakery”, and passes the work on whole, so the thread’s answer goes straight back to Roadstar.

1. Find the template and the rate card

Section titled “1. Find the template and the rate card”
use_tool
{ "name": "files.search", "input": { "query": "proposal template" } }

The template is a Google Doc with placeholders: {{CLIENT}}, {{CONTACT}}, {{SCOPE}}, {{PRICE}}, {{DATE}}.

use_tool
{ "name": "contacts.find", "input": { "email": "rosa@ortizbakery.test" } }

2. Copy it

Section titled “2. Copy it”

Copying makes something new, so it needs no yes:

use_tool
{
  "name": "files.copy",
  "input": {
    "id": "7c41e2d0:1Hk3TemplatePr0posalDoc9xQ",
    "name": "Ortiz Bakery: packaging redesign proposal",
    "folderId": "7c41e2d0:1FoClientsOrtizBakery2026"
  }
}
{ "id": "7c41e2d0:1Ab9OrtizProposalCopy7Kd", "name": "Ortiz Bakery: packaging redesign proposal", "url": "https://docs.google.com/document/d/1Ab9OrtizProposalCopy7Kd/edit" }

3. Fill it in

Section titled “3. Fill it in”

Each placeholder is one replace_text on the copy:

use_tool
{ "name": "files.replace_text", "input": { "id": "7c41e2d0:1Ab9OrtizProposalCopy7Kd", "find": "{{CLIENT}}", "replace": "Ortiz Bakery" } }
use_tool
{
  "name": "files.replace_text",
  "input": {
    "id": "7c41e2d0:1Ab9OrtizProposalCopy7Kd",
    "find": "{{SCOPE}}",
    "replace": "New packaging for six bread and pastry lines: box, bag and label designs, print-ready files, and a one-page packaging guide."
  }
}

replace_text changes what’s there, so the check reads it. It changes only the copy this thread made for this work, so it goes.

Then a last read to check every placeholder is gone:

use_tool
{ "name": "files.read", "input": { "id": "7c41e2d0:1Ab9OrtizProposalCopy7Kd" } }

4. It answers

Section titled “4. It answers”

The proposal goes to Rosa only after Sam has seen it, as Proposal writer’s job description says. The answer goes back to Roadstar, and on to Sam:

The Ortiz Bakery packaging proposal is ready for you in Drive: six product lines, $6,200, four weeks. Shall I send it to Rosa?

Each change shows on Home with Undo: the copy, and each replacement.

Section titled “Related”