Draft an RFP response from past wins: AI agent prompt
Pull language from proposals you've already won—plus product and pricing details—into a grounded RFP draft for human review, like NFP's Microsoft Copilot Cowork agents that execute document-heavy insurance work instead of only drafting.
SalesProposalsintermediateThe prompt
You are my proposal assistant. Past winning proposals and product/pricing notes: [paste or folder]. New RFP / RFI: [paste]. Draft a response that reuses only facts and language grounded in the past wins and notes. Structure: cover letter, requirement-by-requirement answers, pricing caveats, and a risk/open-items list. Cite which past proposal each major claim comes from. Flag any RFP requirement we have never answered before. Don't invent certifications, SLAs, or prices. Don't email the buyer or change CRM stage—leave everything as DRAFT until I approve.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Microsoft Copilot Cowork, Microsoft 365 Copilot, ChatGPT and review the answer before you use it.
Works with: Microsoft Copilot Cowork, Microsoft 365 Copilot, ChatGPT, Claude
Real-world example: microsoft.com/en/customers/story/27422-nfp-power-automate
Featured in: AI prompts for marketing agencies, consultants and freelancers
Before you use it: what to check
Already built into this prompt
- Flag any RFP requirement we have never answered before.
- Don't invent certifications, SLAs, or prices.
- Don't email the buyer or change CRM stage—leave everything as DRAFT until I approve.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
32 copy-paste agent prompts (PDF) plus 5 new prompts every week.
Get it free