Note – for the updated experience: This guide covers the updated AutogenAI experience. The new design is being rolled out gradually, so if your screen looks different from the steps below, your organisation may not have the update yet.
Go from a new project to your first drafted response.
In AutogenAI, every proposal is created inside a project – the project is the workspace that holds your RFP, your content and your draft. When you start, a short set-up wizard creates the project for you.
Your project then moves through three phases – Pre-proposal, Prepare & Plan and Write. This guide walks you through the whole journey.
Step 1 – Set up your project
- The set-up wizard has four steps: Project name, Upload RFP, Submission deadline and Project library.
- Only the project name is required – you can skip Upload RFP, Submission deadline and Project library, and add them later.
- Name your project and select 'Next' to move through the steps.
Step 2 – Pre-proposal (optional)
- The Pre-proposal phase helps you qualify the opportunity and build the evidence behind your bid/no-bid decision.
- This stage is optional – select 'Skip to Prepare & Plan' if you don't need it.
- Start any recommended activity (such as Competitor analysis, Capture plan, Opportunity overview or Win Themes) with 'Start', or add your own with '+ New'.
- Anything you generate here is saved to your project as a document, so your team can revisit it later – you'll find it alongside your other documents in the project.
Step 3 – Prepare & Plan
- This phase builds your response framework before writing. AutogenAI analyses your RFP and generates supporting documents – for example a Compliance Checklist, RFP Summary, Scoring Methodology and Buyer's Expectations.
- You can export documents with 'Export all to .docx', pin the ones you want, or add your own with '+ New'.
Suggested response outline: This is generated here from the analysis, and becomes your master outline in the Write phase – so it's worth reviewing before you move on.
Step 4 – Write: approve your response outline
- In the Write phase, your master response outline is generated.
- Review it, then 'Regenerate outline', 'Build your own', or 'Approve as master response outline'.
- Once it's approved, you can open each section to generate and refine your response.
Step 5 – Draft and refine each section
- Open a section and use the Storyboard in the right-hand panel to generate your first draft, then edit and refine it in the Editor.
For the detail, see 'How to use the Storyboard and generate a first draft'.
Finding your way around the right-hand panel
- The right-hand navigation gives you: Storyboard, Research Assistant, your uploaded RFP, Write (AI writing tools), Gamma Review, Comments and Sources.
Good to know
- Steps 2–4 of the set-up wizard (Upload RFP, Submission deadline, Project library) are all optional and can be done later.
- The Pre-proposal phase is optional – you can skip straight to Prepare & Plan.
- The master response outline in Write only generates once the Prepare & Plan activities have finished.
If something isn't working
- The response outline is still generating: the Prepare & Plan analysis needs to finish first – give it a moment.
- You can't see a phase or panel: make sure your project set-up has completed and you have access to the project.
If you need a hand, get in touch with our Support team.