Draft the scope
Turns approved discovery notes into deliverables, milestones, assumptions, and exclusions.
Coming soon · Sales
SR
Proposal builder
Scribe
From discovery notes to a polished first draft.
Builds on-brand proposals and scopes from approved templates, CRM context, and call notes—then routes every commercial commitment for review.
Join the waitlist →Planned workflows
A focused role with visible boundaries.
Scribe is being designed around repeatable work, measurable output, and a clear moment to hand control back to a person.
Assemble pricing
Uses your approved rate card and packages without inventing discounts or commitments.
Route for approval
Flags nonstandard language, margin risk, and missing inputs before anything reaches a prospect.
Human control
Useful first. Autonomous only when earned.
Every coming-soon agent will inherit StaffRooster’s human configuration gate, audit trail, approval controls, and emergency pause.
- ✓Draft-only by default
- ✓Never invents pricing or legal terms
- ✓Requires approval before prospect delivery
- ✓Cites the source record for key facts
Planned connections
Designed to meet the tools where the work already lives.
HHubSpotplannedSSalesforceplannedGGoogle DriveplannedMMicrosoft 365plannedPPandaDocplanned
Integrations are not active yet. Each connection will require separate customer authorization before data access.
Early-access path
How Scribe gets from concept to dependable teammate.
- 1Phase 1Connect templates and rate cards
- 2Phase 2Define approved packages and exclusions
- 3Phase 3Test against past winning proposals
- 4Phase 4Enable an approval-only pilot
Good to know
Questions before you raise your hand.
Will Scribe send proposals automatically?＋
No. The initial release prepares a review-ready draft and requires human approval before delivery.
Can it follow our format?＋
Yes. The waitlist pilot will be configured around approved templates, terminology, and pricing rules.
Shape the roadmap
The best future agents start with real operating problems.
Waitlist demand helps us prioritize integrations, safeguards, and pilots. Joining does not create a paid subscription or guarantee access.
- ✓ Product updates for Scribe
- ✓ Consideration for design interviews
- ✓ Early-access invitation when there is a fit