Boost Efficiency: AI Collaboration & Proposal Templates

Two speakers show how uploading proposal templates to Perplexity Spaces lets AI generate personalized drafts in your company's style. Treat the output as 80% done and let humans finish it. As you gather engagement data, you can train models on past interactions to better pitch future prospects.
Chapters
And so then take that same approach and think about engaging with a colleague in marketing, a colleague in design. You're able to, whatever your zone of responsibility is and you need to interface with others, you're able to anticipate a lot of what they may help you with. And so then when you do approach them, you're saving both, both sides a lot of time, right? And that's where we see incredible efficiencies. I think there's also, you know, when you have templates, right? So say you need to generate a proposal and you have, you know, 3 or 4 really good examples. People love uploading those into Perplexity Spaces and then prompting, hey, can you generate an example, a proposal in the same style, but for this other company? And where Perplexity really excels is we're able to pull in all the real-time information about that company. What's specific to them and preserve the style of your templates, but update it and personalize it for, for that company, right? And you should never then just take that output and immediately hit send, right? That's not— I think that's— it's not about replacing human judgment and oversight. It's about saving you that time to get to the 80% quality first draft and then making sure you're applying your judgment, your intuition on that last mile.
Awesome. Uh, I'll add a little bit of color as well. I think, you know, as companies mature a little bit, um, you, you get more data and I think you can train a model about historical engagements that you've had with different, uh, companies and, and data on sort of like how to position your product.
More from Jason

Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004

Our Agents Drove Our Salesforce Bill Up 80%, Marketo Hates Agents, and We Stealth-Churned Off Notion

Managing 20+ AI Agents: Lazy Agents, Our $500K AI Bill, Stealth Churn & the Death of 60% Solutions







