What’s inside the AI Automation Proposal.
12 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1A cover with an iridescent gradient field, an outcome-first headline, the agent flow and the proposal details
- 2Page 2Executive summary: what the audit found, a claim's cycle time today and with agents, three headline numbers, the recommendation and one next step
- 3Page 3Situation and objectives: where a handler's time goes, and three pilot objectives from today to target
- 4Page 4Approach: seven automations by value against build effort, and the three phases they fall into
- 5Page 5The agent architecture: the orchestrator, three agents and handler sign-off, with three guardrails
- 6Page 6Scope: six counted pilot deliverables, a Not included list and how each agent is accepted
- 7Page 7Timeline: three phases over 42 weeks with dated gates and milestones
- 8Page 8Working together: what Brackwater provides with owners and dates, the assumptions and how the teams work
- 9Page 9Why us: a testimonial, one case study with three results and the team
- 10Page 10Investment: three options with the most complete first and the recommended one marked, the value at full scale and fees paid only on results
- 11Page 11Terms in plain words, with the pilot's payment schedule
- 12Page 12Next steps to the pilot, a box to mark the chosen option, acceptance with the validity date and signatures
When to use it.
AI Automation Proposal is a 12-page proposal for AI consultancies and automation agencies pitching an agent pilot, shown for an insurer's claims team. It covers where a handler's time goes, a claim's cycle time today and with agents, seven automations ranked by value against effort, an agent architecture with handler sign-off and three guardrails, six counted pilot deliverables, a 42-week timeline with dated gates and three options with fees paid only on results. An iridescent blue, violet and teal gradient and an agent flow in white pills make it feel modern without being noisy.
Made for
- Marketing, SEO and web agencies
- Freelancers and consultants
- Design and video studios
- Anyone quoting for client work
Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put your company, the client and the outcome on the cover, and relabel the agent flow.
- Step 2
Replace the audit findings, time split and cycle times with what you measured.
- Step 3
Rank your automations, redraw the architecture and guardrails, and set the phases and gates.
- Step 4
Set your three options and pilot payment schedule, then send it for e-signature or export a PDF.
Start from the AI Automation Proposal now.
Questions about this template.
Something else on your mind? Ask us in the chat, bottom right of the page.
Is the AI Automation Proposal template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Hanken Grotesk with #ffffff, #1f2227, #7d93ff, #b293ff, #6fd8cb, #5546e0, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the AI automation proposal for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on Pro and Team: send the proposal for e-signature from Docsiv and follow it under Signatures. Pro sends 40 a month and Team has no limit.
Start your proposal with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your AI automation proposal for you to edit, share and send.