Use Case · Sales & Pre-sales

Win more bids with answers your whole company stands behind.

AnyInsight.ai gives pre-sales teams an agent that answers from the company's own documents, and runs it on a schedule the team sets.

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What AnyInsight.ai does for sales

More reach for every bid.

Application scenario: A 47-page RFP arrives on Wednesday. It's due Friday at noon.

Scattered

The answers exist, across forty folders, three drives and one former colleague's laptop.

Answer with everything your company knows

Specs, pricing and past wins, at hand in seconds, each claim cited.

Monday is sorting

Ninety minutes go to opening bids and reading deadlines before anyone writes a word.

Start Monday ahead

New bids sorted by deadline, first drafts already underway.

Unprovable

An outdated model number slips in, and nobody can say which document it came from.

Spot the gaps early

Know which questions need an expert before you start writing.

How it works · Agent Builder

Build your own proposal agent. No code.

Choose a built-in agent or build your own, then hand it to Automation. Both work only from your approved documents and connectors, inside the same governed workspace.

  • No code

    Describe the agent you need, or start from a ready-made template. auto-generate writes the prompt.

  • Your knowledge, connected

    Specs, pricing and past proposals, with SharePoint and 500+ connectors ready to plug in.

  • Answers you can trust

    Rules the agent follows on every answer.

    Sources onlyCite the sourceNever guess
sales_agent_builder_light sales_agent_builder_dark
Example · file names and questions are illustrative

Same agent, same rules, same knowledge. Now on a schedule.

Let it run · Automation

Every Monday at 08:30, before the team logs in.

08:30 The digest is posted before the team logs in.
09:05 The first decision of the week is about three real gaps, not about where to start.

  • On a schedule

    Every Monday at 08:30, or whenever the team sets it.

  • Same agent, same rules

    The agent carries context and rules through every step.

  • Delivered where the team works

    The digest lands in the team channel, and every run is logged.

sales-automation-light sales-automation-dark
Example · bids and customers are illustrative
What changes

What the pre-sales team gets back.

Finding a past answer
About 3 hours2 minutes

A first draft goes from 4–6 hours to about 30 minutes, ready for your final edit.

Monday's first real decision
10:3009:05

Triage is done before the team logs in.

Where each answer came from
UnknownCited

Gaps surface in Monday's digest, not after the customer asks.

Built in

Connectors in this scenario: SharePoint (read-only) · Slack · Web Search.
500+ more →

Only approved connectors

The agent uses only what its workspace was given.

Every request inspected

Prompts, files and connector actions pass the firewall.

Every read and run logged

Connector Log and Automation Log, per answer.

Human oversight

The agent drafts. Decisions stay with your team.

ISO/IEC 27001:2022 certified by TÜV NORD

See it built on your own documents.

Explore how an RFP moves from source documents to a cited first draft.

Book a Demo