# Draft a proposal from your company playbook

> Bring the client brief and your established way of working into one proposal draft.

Bring the client brief and your established way of working into one proposal draft.

Interactive sample, with fictional data and scripted agent output. No agent runs and no workspace data is read or changed.

## A request to adapt

Draft a proposal from this project brief and our company playbook. Cite the source of the scope and approach. Leave fees, dates and unsupported promises for a person to confirm. Do not send it to the client.

## Northfield Health

### Project brief

Reduce the time it takes to train clinic staff.

### Company playbook

Start with a small pilot, then review evidence before expanding.

### Finalized interview transcript

We need a training pilot before we can choose the rollout.

### Proposal draft

- **Goal**: Reduce the time it takes to train clinic staff. (Project brief)

- **Approach**: Start with a small pilot, then review evidence before expanding. (Company playbook)

- **Fees and dates**: Confirm before sharing

## Harbor Works

### Project brief

Help new customers complete their first setup.

### Company playbook

Test the onboarding flow with a small group before changing the full service.

### Finalized interview transcript

We need to test the first setup before changing the whole service.

### Proposal draft

- **Goal**: Help new customers complete their first setup. (Project brief)

- **Approach**: Test the onboarding flow with a small group before changing the full service. (Company playbook)

- **Fees and dates**: Confirm before sharing

## Review

Approve scope, pricing and commitments before sharing. Company memory supplies context; it does not authorize promises.

## Try it in your workspace

In your workspace, connect a member’s MCP client, make the source records available to that member, and ask for a draft. Shared-chat agents need their own workspace setup. Starlings provides the context and tools; your chosen agent produces the result.

## What is available today

- **Docs: the corpus, read and written from Starlings**: Mac: Works; iOS: Works; Web: Works.

- **Projects and leads, with their tasks and issues**: Mac: Works; iOS: Works; Web: Works.

[Read the product instructions](https://starlingshq.com/help/surfaces/docs) · [Connect Claude over MCP](https://starlingshq.com/help/howto/connect-claude) · [Full capability and agent access status](https://starlingshq.com/features/status)

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