When a person supplies the approved brief and starts the workflow
Use this workflow when you need a structured proposal draft with the problem, approach, work plan, assumptions, and approval points.
Access for the first run
The approved inputs listed on this page
Only the files, sources, and services required for this run
No sending, publishing, spending, or live-system changes without approval
Run the first version one step at a time
Give one Bot the complete job
Use one Bot for the first run. Add a specialist only when the job becomes complicated enough to need a separate role, different access, or independent review.
1
Client Deliverables
Organize the stated needs, build the proposed work plan, and draft the proposal in the approved format
Produces: A client-facing proposal draft with assumptions, prices, promises, and open questions marked
Use the approved inputs I provide. Organize the stated needs, build the proposed work plan, and draft the proposal in the approved format. Return this result: A client-facing proposal draft with assumptions, prices, promises, and open questions marked. 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 complete first-run request.
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.
Check the result
Check the result against your original material. You make the decisions listed below. Draft a proposal from a fictional or closed project and verify every price and commitment against the source notes.
If the workflow stalls
If the result is incomplete, mark the missing information and ask the same Bot to correct it. Add another Bot only when a genuinely separate role or independent check would help.
Set it up in Hermes Desktop
Begin with one Bot and one manual run
Open the linked starter page, download its .tar.gz profile, and import it from the Profiles screen in Hermes Desktop.
Review the profile’s SOUL.md, Bot Passport, and requested access.
Run the complete request in that Bot’s chat with low-risk material and review the result.
Add a schedule, outside connection, or optional specialist only after the manual version works.
