I designed and built these systems to support content, proposal and sales work at a 40-year Canadian IT firm. Each one is in regular use, and a person reviews every output before it is used.
These are internal company systems, so they are described here rather than shown.
Problems I solve
Problems these systems address.
Four common bottlenecks in content, proposal and sales work, and the system built for each.
The problemEach new proposal takes days to set up.What I do
A structured AI workspace that drafts from approved content and routes gaps to subject experts.
The problemAI pilots do not reach daily use.What I do
A curated knowledge base, defined limits and human review built in from the start.
The problemContent approvals run through email and are hard to track.What I do
One workflow with defined statuses from draft to published, visible to everyone involved.
The problemRelevant bids are missed across multiple procurement portals.What I do
A weekday digest that screens 18 sources and sends relevant opportunities to leadership.
Built with Claude on SharePoint
Proposal Guru
The problem
Each new RFP required 1 to 2 days of setup, followed by weeks of drafting across several authors with different writing styles.
What I built
A structured AI workspace with house style, templates, a tracker and one folder per bid. It flags gaps for subject experts and maintains its own status report.
The result
A new RFP becomes a folder structure, branded templates and an 80 to 90% complete first draft in about 30 minutes.
New RFP
→
Folders and templates
→
AI first draft
→
Expert review
→
Submission
Built with Claude on SharePoint
Social Media Register
The problem
Post approvals were managed in email threads, with no clear view of what was pending.
What I built
A system that drafts post copy and graphics, then moves each post through review with a checklist and a defined status.
The result
All company social posts now go through it, from draft to publication.
Draft
→
Awaiting approval
→
Changes required
→
Approved
→
Scheduled
→
Published
Microsoft Copilot Studio
Company AI agents
Agents for specific functions: bid response, marketing, Google Ads, cybersecurity advice, sales sequences and 3D image prompts.
In a leadership session, the bid agent produced a 35-page RFP response live.
Weekday digest
Bid Radar
A weekday digest of new public-sector opportunities from BC Bid, CivicInfo BC and 16 buyer portals, sent to the 11-person leadership and sales group. Revised four times in its first three weeks based on reader feedback.
I also consolidated 32 years of bid history, more than 1,700 pursuits, into one traceable record.
Supporting tools
Claude projects
Claude projects for one-page sales sheets, video scripts, blog posts, business cards and sector outreach campaigns. Company social posts are written with a Claude project built on a shared knowledge base, and a second project converts each post into a blog article in the house style.
Training
AI training.
I present at the company's AI pilot program and run training on each system I build. The video below is the longer of two training videos on the ELIZA effect.
