Case study
AI Proposal Automation Platform using Microsoft Copilot & Power Automate
Client type: Engineering consultancy (Australia)
Case study
Client type: Engineering consultancy (Australia)
The client was manually creating proposals using past documents, spreadsheets, and SharePoint data. The process was slow, inconsistent, and required significant manual effort across teams.
Cloudploys developed an end-to-end AI-powered proposal automation system using Microsoft 365.
The system detects “Won” opportunities from Salesforce, triggers workflows via Power Automate, retrieves past proposal data from SharePoint, and uses AI agents to structure and generate content. Costing calculations are automated, and the final proposal is rendered into a Word template with content controls.
Reduced proposal creation time by
70%Improved document consistency across teams
Eliminated manual copy-paste workflows
Faster client turnaround on bids
Tell us about your systems and constraints — we work with teams across Australia.
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