Proposal Summaries
Proposal Summary Agent Guide
The Sprint 22 Proposal Summary Agent is a governed, draft-only workflow that reads local deal, audit, quote, quote-option, document, and invoice context.
Use this when you need detailed reference information for Proposal Summaries.
The Sprint 22 Proposal Summary Agent is a governed, draft-only workflow that reads local deal, audit, quote, quote-option, document, and invoice context.
It creates:
- an
AgentRun AgentRunSteprecords- an
AgentActionProposal - an
AgentWorkflowDraft - an initial draft version
Guardrails run before generation. The proposed action has autoExecute=false, externalMessageSent=false, targetRecordsMutated=false, and quotePricesChanged=false.
The agent does not send email, WhatsApp, SMS, social messages, or customer documents. It does not approve quotes, change prices, confirm payments, close projects/tickets, deploy code, or connect external tools.
Developer Details
- Source
- apps/docs/content/proposal-summaries/proposal-summary-agent.md
- Owner
- Module Owner
- Status
- Current
- Module
- Proposal Summaries
- Related route
- /dashboard/proposals