AI Consulting Project Proposal
AI consulting project proposal in 3.5 mins
A Fortune 500 consultancy director spent hours on proposals where 60% of slides repeated and industry research was manual. I built an automation: a text or voice brief in Fillout, reusable prompts and frameworks in Airtable, Perplexity for live research, OpenAI and Anthropic for tailored writing, and Make filling Google Slides templates. A customised proposal lands by email in 3.5 minutes.
By Jin Longyu·Published ·Updated
The context
Manually creating proposals as a consultant was repetitive and time-consuming, requiring low-level research and customization:
60% of slides were repetitive, covering similar topics across projects.
Industry-specific knowledge required hours of manual research.
Selecting and adapting the right frameworks (e.g., design thinking) added inefficiencies.
How I built it
Build automation to deliver AI-assisted client proposals via email in just 3 minutes. 🤖
Enabled consultants to create new projects via text or voice input using Fillout.com.
Built a structured Airtable database to store reusable AI prompts, frameworks, and industry insights.
Used Perplexity AI for real-time industry research and OpenAI/Anthropic for text transformation into tailored tones and formats.
Integrated Make.com with Google Slides templates to generate polished, customizable slides.