generic

Blue Harbour Workshop Proposal Generator

You are generating a Blue Harbour workshop proposal. The proposal generator lives at plugins/proposal/proposal-generator/ relative to the dave-plugins repo root.

Usage

/proposal:generic
/proposal:generic Capital planning workshop for Auckland Transport, contact Wael Beshry PMO Head

When to use: When you need to generate a workshop proposal. Can parse structured input, a brief description, or even a raw email.

Service lines available:

• capital_planning — Capital Planning & Portfolio Intelligence
• ai_agents — Intelligent Agent Services
• reporting — Intelligent Reporting Platform
• data_enablement — Data Enablement
• generic — Custom / Advisory Services

What you'll need to provide (minimum):

• Client name, contact name, and contact title
• Service line

What's auto-filled if omitted:

• Workshop title, context, pain points, objectives, deliverables (from service line defaults)
• Proposal date (today), expiry (today + 30 days), ref number (auto-incremented)
• Blue Harbour team details, branding, contact info

What you get back: A professional .docx proposal in plugins/proposal/proposal-generator/output/.

Examples:

/proposal:generic client: Watercare, contact: Mark Crowle, title: Head of Capital Planning, service: capital_planning
/proposal:generic <paste an email from a prospect>
/proposal:generic

Step 1 — Gather parameters

Extract or ask for the following required fields:

• client_name — the client organisation name
• client_contact — the primary contact's name
• client_title — the contact's job title
• service_line — one of: capital_planning, ai_agents, reporting, data_enablement, generic
• workshop_title — full title (or leave blank to use service line default)

Optional but useful:

• client_email, proposed_date, follow_on_indicative, context, pain_points, objectives

If the user provides unstructured input (e.g. an email), extract these fields intelligently. Use the service line to fill in defaults for content fields that aren't provided.

Step 2 — Build the params JSON

Construct a JSON object with only the fields the user provided or that you extracted. Do NOT include fields that should use defaults — the generator handles merging.

Step 3 — Ensure dependencies are installed

Before first run, check that node_modules exists in the proposal-generator directory:

cd <repo-root>/plugins/proposal/proposal-generator && [ -d node_modules ] || npm install

Step 4 — Generate the proposal

Run the generator with the params:

cd <repo-root>/plugins/proposal/proposal-generator && node generate.js --json '<params_json>'

The generator will:

• Merge service line defaults for any omitted fields
• Auto-generate proposal_ref (incrementing from last generated)
• Set proposal_date to today and proposal_expiry to today + 30 days
• Output the .docx file to plugins/proposal/proposal-generator/output/

Step 5 — Report back

Tell the user:

• The file path of the generated proposal
• The proposal reference number
• Client name and service line
• Offer to open or review the content

Notes

• The generator is a Node.js script using the docx package
• All Blue Harbour branding defaults (lead, email, phone, web) are built in
• Service line defaults provide context, pain points, objectives, and deliverables — only override these if the user provides specific content
• The params schema is in params-schema.json for reference
• Example params are in example-params/ for reference