Use Case 1
Prior-Work Retrieval
Trigger: Seller is building a proposal or prepping a pursuit
1.Parse the query into sector, segment, and problem dimensions
2.Search the indexed engagement corpus
3.Rank matches by closeness of fit
4.Return results with links to source artifacts
5.Offer to extract reusable proof points
6.Note where the analogy is partial
✓
Sellers reuse proven material in seconds instead of rebuilding from scratch.
Use Case 2
Outcome-Evidence Lookup
Trigger: Seller needs quantified results to support a claim
1.Filter the index to delivered work with measured outcomes
2.Rank by relevance to the current pursuit
3.Surface the specific metrics and their source
4.Link back for verification
5.Caution against rounding or over-claiming
✓
Claims in proposals are backed by verifiable, sourced outcomes.
Integrations
Knowledge Base / Vector Index
CRM (Salesforce, HubSpot)
Google Workspace (Sheets, Drive)
Document Storage
Web Research & News
Industries
all
See It In Action
A sample conversation with this agent
Find prior work like the deal I'm chasing—mid-market health system, intake automation.
Searching the index on sector (health system), segment (mid-market), and problem (intake automation). Top matches: the Northside won-deal proposal (closest fit, same problem and segment), two delivery summaries showing measured turnaround improvements, and a discovery deck from a similar pursuit. Each links back to the source artifact. Want me to pull the ROI numbers from the Northside engagement so you can reuse them?
There's nothing that matches exactly—now what?
No exact match on all three dimensions, so I broaden rather than return nothing: I relax segment and surface enterprise health-system work on the same problem, and flag where the analogy holds and where it doesn't (different scale, different EHR). I tell you it's adjacent, not identical, so you don't over-claim in a proposal. Want me to widen to the adjacent problem area as well?
What do we have that proves outcomes, not just promises?
Filtering to delivered work with measured results: four engagements have quantified outcomes in their summaries—two intake-turnaround cases, one denial-rate reduction, one staffing-cost case. The strongest for your pursuit is the intake case with a documented 40% turnaround improvement. I've linked the source so you can verify the number and cite it accurately rather than rounding it in a deck.