# Propovo: Turn a One-Line Brief Into a Proposal You Can Trust > Get a client proposal out today, not next week. Draft it from one line with Propovo AI, fill in the price and dates yourself, catch and fix the lines the… Source: https://learn.ynteractive.com/content/propovo-hr-proposal-client-review · Updated 2026-10-31 · Free from Stepthrough (https://learn.ynteractive.com) ## Practice it step by step [Start the free practice](https://learn.ynteractive.com/modules/propovo-hr-proposal-client-review) [Take the free module: why it matters, practice and a quick check →](https://learn.ynteractive.com/courses/ai-for-consulting-and-agencies/20) You do every step yourself in a practice copy of Propovo. It checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, about 9 minutes, and nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/propovo-hr-proposal-client-review) Free · Live now · [Business Automations](https://learn.ynteractive.com/content/course/business-automations) · Propovo · ~9 min · 25 steps · Beginner Updated October 31, 2026. Built against the tool’s current screens and checked step by step. [How we check this lesson](https://learn.ynteractive.com/content/about#how-we-check) Get a client proposal out today, not next week. Draft it from one line with Propovo AI, fill in the price and dates yourself, catch and fix the lines the AI got wrong, and preview what your client signs. ## At a glance | Question | Answer | | --- | --- | | What you build | Get a client proposal out today, not next week. Draft it from one line with Propovo AI, fill in the price and dates yourself, catch and fix the lines the AI got wrong, and preview what your client signs. | | Tools | Propovo | | Time | About 9 minutes, 25 steps in 5 parts | | Level | Beginner, no coding needed | | Cost | Free | | Ways to learn it | [Practice it step by step](https://learn.ynteractive.com/modules/propovo-hr-proposal-client-review) | ### The 5 parts, in short 1. Brief the AI: Start a proposal, Choose Full proposal, Create with AI, Write the brief, and 3 more steps. 2. Read the outline: Read the outline first, Find the blanks, Create the document. 3. Fill in what only you know: Click Send to run the check, Read the check, Enter your fee, Fill in timeline and payment terms. 4. Fix what the AI got wrong: Read every line, then open Ask AI, Say exactly what to fix, Send the request, Then check it yourself. 5. See what your client sees: Check the numbers, Add who says yes, Name the decision maker, Save the person, and 3 more steps. **Start here first:** [AI Receipt Extractor: Receipts to Google Sheets with n8n](https://learn.ynteractive.com/content/ai-receipt-extractor-n8n-google-sheets) (module 1 of Business Automations) **In the course:** [Part 9 · n8n Automation Toolkit](https://learn.ynteractive.com/content/course/part-9-n8n-automation-toolkit) (Module 110 of the [full course](https://learn.ynteractive.com/content/course)) **Part of:** [AI Apps Worth Knowing](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps) (step 104 of 111). Next up: [PopNow: Cut a Client Testimonial Into a Captioned Clip for Free](https://learn.ynteractive.com/content/popnow-testimonial-clip-free-editor) ## What you'll build Alder & Main HR Partners is a made-up four-person consulting firm. Birchline Architects wants its handbook rewritten, and every day the proposal waits is a day the deal can cool. In this lesson you turn one line into a full proposal in Propovo, fill in the fee and timeline yourself, fix two lines the AI really got wrong in our test, and preview the client's view. You briefed the AI, got an outline, filled in the numbers only you know, and fixed lines the automatic check could not catch. Before you publish a real proposal, read every line once more and look at every picture. Then send it. - Tools: Propovo - Time: about 9 minutes, 25 steps in 5 chapters - Level: beginner, no coding needed - Price: free ## Practice first, then build it for real Practice copy built from real Propovo screens (propovo.com/[dashboard](https://learn.ynteractive.com/content/glossary/dashboard)), captured 31 October 2026 on a free trial. Nothing here touches a Propovo account. The companies, the buyer and the fee are made up. The outline and the draft are what Propovo AI produced, and yours will differ. We stopped before publishing, so client tracking was not part of our test. To build it for real you need your own Propovo account, and some services charge once you use them for real work, so check each tool's current pricing. ## Try it yourself, free Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of Propovo, checks each step, and never touches your real accounts. [Start “Propovo: Turn a One-Line Brief Into a Proposal You Can Trust”](https://learn.ynteractive.com/modules/propovo-hr-proposal-client-review) ## Step by step: Propovo: Turn a One-Line Brief Into a Proposal You Can Trust All 25 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work. ### 1. Brief the AI 1. **Start a proposal.** You run **Alder & Main HR Partners**, a made-up four-person HR consulting firm. **Birchline Architects**, 40 people, wants its [employee handbook](https://learn.ynteractive.com/content/glossary/employee-handbook) rewritten, and you want to send a proposal today instead of next week. On the Propovo home screen, click **Proposal**. You run a small H R consulting firm, and an architecture firm wants its handbook rewritten. You want the proposal out today, not next week. 2. **Choose Full proposal.** **One page** and **Renewal** are here for later. This is a new client, so click **Full proposal**. This is a new client. 3. **Create with AI.** You can also start from a template, a blank page or a document you already have. Click **Create with AI**. 4. **Write the brief.** Propovo fills the box with a suggestion. Replace it with who it is from, who it is for, and the work. Notice what this brief leaves out: the price and the dates. Replace the suggestion with who it is from, who it is for, and the work. Notice we did not give it a price or dates. ```text A proposal from Alder & Main HR Partners to Birchline Architects, a 40-person architecture firm. We will rewrite their employee handbook and add a one-page summary for managers. ``` 5. **Send the brief.** Click the arrow. On a brand new account, Propovo first asks what your business does and saves your answer to your profile. Ours was one line: a four-person HR consulting firm for professional services companies with 20 to 100 employees. If you see **Something went wrong**, click **Try again**. That happened to us once. The first time, it asks what your business does. One line is enough. 6. **Say what the proposal is for.** It asks what this proposal should help them decide or do. Click **Win a customer or partnership**. 7. **Pick the depth.** Quick overview is 4 sections, Standard is 6 and Detailed is 8. Click **Standard**. Six sections. ### 2. Read the outline 8. **Read the outline first.** You get an outline before a full document. It used only what you told it, including your firm description. Changing the plan here is cheaper than rewriting pages later. Click the outline, then scroll to the bottom. You get an outline first. It is cheaper to fix the plan here than rewrite pages later. 9. **Find the blanks.** Look at **Packages and fees**. You never gave a price, so the AI wrote **{{PROJECT_FEE}}** instead of inventing one. It did the same for **{{TIMELINE}}** and **{{PAYMENT_TERMS}}**. Click the fee line. You never gave a price, so it left a blank instead of making one up. That is what you want. 10. **Create the document.** Click **Create document**. It took about a minute in our test and used about 25 of the 250 [AI credits](https://learn.ynteractive.com/content/glossary/ai-credits) in the free trial. It takes about a minute. ### 3. Fill in what only you know 11. **Click Send to run the check.** The document looks finished, with a cover, photos and sections. Pictures were chosen by the AI, so look at each one before a client does. Click **Send**. Nothing goes out yet; Propovo checks the proposal first. It looks finished. Do not trust that yet. Nothing goes out. Propovo checks the proposal first. 12. **Read the check.** **Before you publish** lists 4 empty variables and won't let you continue: **Project fee**, **Missing field**, **Timeline** and **Payment terms**. That **Missing field** is worth a second look; we come back to it. Click **Project fee**. It will not let you publish with blanks. Good. There are four, and one is called Missing field, which is odd. We will come back to that. 13. **Enter your fee.** The **Variables** panel opens on the fee. Use your real number here; ours is made up. Then click **Save value**. The fee is used in 2 places, and one value fills both. Enter your fee, then click Save value. One value fills every place it is used. 14. **Fill in timeline and payment terms.** Click the pencil on **timeline** and enter **Six weeks from the signed proposal**, then **Save value**. Do the same on **payment terms** with **50% at signing, 50% on delivery**. Click either row here to do both. Do the same for the timeline and the payment terms. Six weeks. Half at signing, half on delivery. ### 4. Fix what the AI got wrong 15. **Read every line, then open Ask AI.** Read the whole draft before anything else. Ours had two bad lines the check could not understand: **"Review of current handbook content with Birchline stakeholders is {{PROJECT_FEE}}-independent and to be confirmed."** and **"Additional deliverables: {{MISSING_FIELD}}"**. Filling in a fee would have sent a client "$6,400 fixed fee-independent". Your draft will differ, so read yours. Click **Ask AI**. Read every line. Our draft had two bad ones. One would have told the client the review was six thousand dollars independent. The check only finds blanks. It can not find nonsense. You can. 16. **Say exactly what to fix.** Name the lines and say what you want. A specific request costs about 5 credits, and changes apply straight away. You can undo them. Name the lines and say exactly what you want changed. ```text Remove the line that says Additional deliverables. Rewrite the line about reviewing current handbook content so it doesn't mention the project fee. ``` 17. **Send the request.** Click the arrow. 18. **Then check it yourself.** **Applied** means the change was made, not that it is right. In ours, the row now reads "Review of current handbook content with Birchline stakeholders, to be confirmed." and the deliverables row is gone. Click **Applied**. Applied means the change was made, not that it is right. Go read the lines yourself. ### 5. See what your client sees 19. **Check the numbers.** In **Packages and fees**, your values are now in the text, highlighted so you can spot them. Check them against what you agreed. Click **$6,400 fixed fee**. Your values are in the text now. Check them against what you agreed. 20. **Add who says yes.** Scroll to the end of the document. It says it plainly: without this, your client can only read the proposal. Click **Add who accepts**. At the very end, add the person who decides. Without this, your client can only read it. 21. **Name the decision maker.** Enter the full name here. Then under **Email**, enter theirs; ours is **dana@birchline.example**, a made-up address. Leave **Signs** selected, which asks for a typed or drawn signature. **Approves** is the lighter option. Enter the name and email of the person who decides. Leave Signs selected. 22. **Save the person.** Click **Done** on the row. 23. **Preview the client flow.** Click **Preview client flow**. This is a preview. Nothing is sent. Nothing is sent. 24. **Look at what your client sees.** Dana sees the proposal name, **Accepting confirms the scope, price and terms**, and three choices: continue to signing, request changes or decline. Close the preview and the Acceptance box, then click **Send** again. With every value filled in, the check passes. This is your client's view. They can sign, ask for changes or decline. Close the preview and click Send again. The check passes now. 25. **Publish when it is really yours.** **Publish to send** is where a real proposal goes out: your client opens the published version, and next you write the email. We stopped here, because Birchline is made up. On a real proposal, read it once more, click **Publish and continue**, and send it. Click it here to finish. This is where a real proposal goes out. We stopped here, because our client is made up. On a real one, read it once more, then publish and send it. ## Screenshots [Start this module free](https://learn.ynteractive.com/modules/propovo-hr-proposal-client-review) - Previous in Business Automations: [AI Tool Directories: Find the Right Tool for a Job](https://learn.ynteractive.com/content/ai-tool-directories-find-right-tool) - Next in Business Automations: [PopNow: Cut a Client Testimonial Into a Captioned Clip for Free](https://learn.ynteractive.com/content/popnow-testimonial-clip-free-editor) ## More in Business Automations - [AI Receipt Extractor: Receipts to Google Sheets with n8n](https://learn.ynteractive.com/content/ai-receipt-extractor-n8n-google-sheets): Drop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a category, and adds a row to Google Sheets. - [n8n AI Email Responder: Draft Gmail Replies Automatically](https://learn.ynteractive.com/content/ai-email-responder-gmail-drafts-n8n): Build an n8n agent that watches your Gmail, reads each new customer email, and writes a reply as a draft in the same thread, ready for you to check and send. - [Daily Job Alerts: Email Each Tech Their Jobs from Google Sheets with n8n](https://learn.ynteractive.com/content/n8n-daily-job-alerts-google-sheets-gmail): Every morning at 7, n8n reads a plumbing company's jobs sheet, skips anything not assigned yet, and emails each job to the tech it's assigned to — customer, address… - [Gmail AI Triage: Auto-Label Every Email and Draft Replies](https://learn.ynteractive.com/content/gmail-ai-triage-labels-drafts-n8n): Build an n8n workflow that reads each new email, sorts it as a lead, a client or an invoice with a Text Classifier, adds the matching Gmail label, and drafts a reply to… - [A Support Agent That Answers from Your Own Docs](https://learn.ynteractive.com/content/support-agent-answers-from-your-docs-n8n): Turn an n8n chat agent into a support agent that answers only from your policies in a Google Doc, refuses what it should, and hands off to a person by email. - [Chatbase: Answer Customer FAQs with an AI Agent](https://learn.ynteractive.com/content/chatbase-ai-agent-answer-customer-faqs): A business case for a small firm that answers the same customer questions every week: build a Chatbase AI agent on your FAQ in the real app, make it say when it does… [All 26 modules in Business Automations](https://learn.ynteractive.com/content/course/business-automations) ## Terms in this lesson Plain-English definitions, each with an example from a free lesson. [Employee handbook](https://learn.ynteractive.com/content/glossary/employee-handbook) · [AI credits](https://learn.ynteractive.com/content/glossary/ai-credits) · Payment terms [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Browse related tutorials [Business Automations (26)](https://learn.ynteractive.com/content/course/business-automations) Want AI working like this in your business? Robert Breen, the instructor behind this lesson, helps small and mid-sized teams put AI assistants, agents and automations to work. [Work with Robert on AI consulting](https://ynteractive.com/)