Independent guide to useful Bots · Starting with Hermes Agent
Bot Cabinet
Back to Bot Crews
Bot Crews workflow

Client proposal

A structured proposal draft with the problem, approach, work plan, assumptions, and approval points.

Designed for: Consultants, agencies, and small firms preparing a proposal from discovery notes

Download the setup plan Open the first Bot’s setup plan in Bot Lab
Before you begin

Gather the information the Bots need

Run the first version one step at a time

Send one clear message to each Bot

Start in individual Bot chats. After you approve a result, paste it into the next Bot’s chat with the message shown below. This gives you a clear handoff and keeps the order predictable.

1

Researcher

Organize the client's stated needs and relevant background

Produces: A concise situation brief
Use the approved inputs I provide. Organize the client's stated needs and relevant background. Return this result: A concise situation brief. Ask me about missing information before you continue.
2

Planner

Build the proposed work plan and dependencies

Produces: A scope and delivery sequence
Start with this result from Researcher: A concise situation brief. Build the proposed work plan and dependencies. Return this result: A scope and delivery sequence. Ask me about missing information before you continue.
3

Client Deliverables

Draft the proposal in the approved format

Produces: A client-facing proposal draft
Start with this result from Planner: A scope and delivery sequence. Draft the proposal in the approved format. Return this result: A client-facing proposal draft. Ask me about missing information before you continue.

Overall request

Draft a proposal from these approved discovery notes. Use the supplied scope, prices, and format. Mark every promise, price, date, and assumption for my approval.

Use this as the project brief. The step messages above tell each Bot which part to complete.

Decisions for a person

  • Approve scope and exclusions
  • Approve prices, dates, and promises
  • Deliver the proposal
First test

Try the workflow with low-risk material

Draft a proposal from a fictional or closed project and verify every price and commitment against the source notes.

Set it up in Hermes Desktop

Begin with individual chats, then add a group when the handoffs work

  1. Open each linked starter page and follow its manual Hermes Desktop setup steps.
  2. Run each step in that Bot’s own chat and review the result.
  3. Pass the approved result to the next Bot with the provided step message.
  4. After the sequence works, create an optional group with the same Bots.
  5. In a group, @mention the Bot you want. Membership order does not control who responds.
Read the official Bot Mode guide