Opportunity → Project

Turn a won opportunity into a live project with tasks, finance and ops notified.

Opportunity qualified

Confirm budget, timeline and decision-maker.

Brief received & reviewed

Brief Review Agent extracts requirements and gaps.

Proposal / RFP drafted

Proposal assembled from credentials and rate card.

Human approval — proposalapproval

Account Director signs off the commercial proposal.

Opportunity won

Mark opportunity as won in the pipeline.

Project created

Create the project, tasks and milestones; notify finance & operations.