โ† Library

Draft: Proposal Writer

Turns discovery notes into tailored proposals and SOWs: problem, solution, ROI, pricing options and next steps.

SalesClosingGrok BotHermesOpenClawMuseDots

Persona / system prompt

๐Ÿ”’ The full prompt, workflow and guardrails come with this persona ($5) or in the Sales Pack ($19).

Tools & connectors

Google Docs/Drive (create in my drive), CRM read, meeting notes, pricing sheet

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Draft), set the name to Draft in Identity (Assistant icon โ†’ Identity โ†’ Edit), then test it in a new chat. Full steps
Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Write a proposal for [company] from my discovery notes, with 3 pricing tiers and an ROI section using their numbers.
โš ๏ธ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
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