AI doesn’t run the demo for you. It breaks down the requirements document, finds your past answers, writes the workshop notes, and prepares the first draft of the proposal, so your time goes to the solution and the customer.
AI helps sales engineers with tasks such as “Break down an RFP’s requirements,” “Answer an RFP questionnaire,” and “Prepare a discovery workshop.” Start with a single task, in Claude: allow 20 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Claude · Attached file, then an Excel file to download
TodayA hundred-page requirements document gets read pencil in hand, and a requirement missed on page 62 costs you on presentation day.
With ClaudeAn Excel table of every requirement, with its page, and the list of questions to ask the buyer.
Gemini Notebook · “Chat” panel
TodayThe same questions come back from one bid to the next, and you spend hours finding the right answer in old files.
With Gemini NotebookA first draft of answers, each linked to its original passage, and the list of those to get confirmed.
TodayYou walk into the workshop without knowing which software the customer already uses, and the first half hour goes to finding out.
With PerplexityA one-page brief on the customer’s environment, with its sources, and ten questions for the workshop.
Also
Granola · “Enhanced” tab
Structured discovery notes, to get approved by the customer, and the list of actions.
Claude · “Projects”
A timed demo run-through, centered on three of the customer’s needs, with the sample data to prepare.
ChatGPT · Voice mode
Out-loud practice, then precise feedback on your weakest answers.
Miro · “Create with AI”
A first architecture diagram, to correct by hand and then put in the proposal.
Claude · Word file to download
A two-page scoping document, as a Word file, with success criteria the customer can approve.
Gamma · Create, “Paste” option
A laid-out deck, to touch up and then export to PowerPoint or PDF.
Granola · “Granola Chat,” on the customer’s folder
A handoff note grounded in what was actually said, with the commitments and their dates.
All 10 use cases on this page are in Nova, each with its steps and its prompt.
Try the interactive demoWhat to check
A requirements document is often covered by a confidentiality agreement: use the company’s Team or Enterprise workspace, not a personal account. Claude can skip a requirement in a long document. The table doesn’t replace your own reading of the chapters that matter.
Break down an RFP’s requirementsClaude · Attached file, then an Excel file to downloadThe prompt to copy
You are helping a sales engineer prepare a response to an RFP. We make [your solution, in one sentence]. Read the attached requirements document and give me an Excel file with one row per requirement: number, page or paragraph, exact text of the requirement, type (functional, technical, security, contractual), whether it is mandatory or desired, and a “Coverage” column left empty. Don’t decide for me whether we cover a requirement. Add a second tab with the key dates, the scoring criteria, the deliverables requested, and the ambiguous points to raise in a written question to the buyer. Always give the page.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobAnswer an RFP questionnaire
In your jobPrepare a discovery workshop
In your jobBuild the technical presentation deck
In your jobBreak down an RFP’s requirements
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
It reads a hundred-page requirements document and pulls the requirements table into a real Excel file, which you then fill in row by row.
Recommended planFree to start. Pro, $20 per month ($17 per month if billed yearly). With customer documents: Team, $25 per user per month ($20 if billed yearly)
You upload the product documentation and your past approved answers. It answers a questionnaire by citing the passage, without looking anywhere else.
Recommended planFree: 50 sources per notebook and 50 questions per day. Included in Google Workspace if your company uses it
During the discovery workshop, it takes the notes with no bot on the call. You ask your questions, and the notes are ready at the end.
Recommended planBasic, $0: notes from the last 30 days stay visible. For the full history: Business, $14 per user per month
Before a workshop: the software the customer already runs, the projects it has announced, and its industry’s constraints, with sources to open one by one.
Recommended planFree to start. Then Pro, $20 per month (€22 on the French App Store)
You paste your technical response, and it splits it into slides for the presentation. The result exports to PowerPoint or PDF.
Recommended planFree, $0: 400 credits at sign-up, with no refill. Then Plus, €8 per user per month, billed yearly (€96)
The target architecture diagram is drawn from a description, then touched up by hand, alone or with the customer.
Recommended planFree, $0: 3 editable boards and 10 AI credits per month, with no private boards. Starter, $8 per member per month, billed yearly
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: Claude, Gemini Notebook, Granola, Perplexity, Gamma, and Miro. All of them can be used for free to get started.
It reads a hundred-page requirements document and pulls the requirements table into a real Excel file, which you then fill in row by row. The plan to choose: Free to start. Pro, $20 per month ($17 per month if billed yearly). With customer documents: Team, $25 per user per month ($20 if billed yearly).
With “Break down an RFP’s requirements,” in Claude (Attached file, then an Excel file to download). Allow 20 minutes the first time. An Excel table of every requirement, with its page, and the list of questions to ask the buyer.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.