Stepladder’s marketing teams spent hours manually processing incoming client briefs (often via email or forms), extracting key requirements, and drafting corresponding proposals - a time-intensive setup prone to delays and inconsistencies.

What we did

• Built a custom automation pipeline that ingests client briefs, whether PDF, form, or shared doc.

• Designed a system using off‑the‑shelf tools enriched with tailored logic to parse and categorize core brief elements: goals, deadlines, budgets, stakeholders.

• Integrated an AI assistant layer to auto-generate draft proposals based on parsed input, pre-populated templates, and existing client knowledge.